GET CLEAR. GET FOCUSED. GET RESULTS.
The ClientWise team personally matches each financial advisor with a highly trained coach based on his or her individual goals and preferences. Each coaching program is distinctively tailored to match the advisor’s objectives, through services ranging from individual and team coaching, workshop facilitation, team facilitation, and coaching skills training.
The ClientWise Coaching Decision Kit ™ is a valuable resource that provides guidance as you explore coaching options. The various interactive tools take you through the following step-by-step process: