At ClientWise, we are committed to helping firms keep the promise to always be there for their clients. We are equally committed to ensuring that founding and current owners can confidently transition firms to new owners and leaders who will continue their legacy. Achieving both of these aims requires specific and ongoing development of a partner / owner’s mind and skill set. The ClientWise Next Generation Series™ is an ongoing series dedicated to that development and to every next generation successor becoming a remarkable owner and leader, ensuring that clients are taken care of and the legacy of accomplishment continues for each firm.

Why The ClientWise Next Generation Series™?

The program is designed to create the strongest, most evolutionary learning environment. Each year has a specific theme and each quarter within the year includes a deep-dive day into an area of the year’s theme. Small group coaching calls occur in the months between the deep dive days where coaching and accountability for application of learning occurs. The work in the program is oriented toward growth goals related to each person’s actual firm and the standards for succession within that firm. Importantly, current owners / partners will be involved in setting goals and measuring success for each of the firm’s participants.

Ideal Participants:

Announced Next Gens or those on the path to succession, including advisors and key non-advisory personnel.