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Increase profits. Maximize Enterprise Value. 

The ClientWise Business Builders Academy™ is an innovative workshop series designed exclusively for top-performing financial advisors.  Built for advisors who are committed to meaningful growth and to maximizing the long-term value of their enterprises, the all-day workshops are chock full of high impact ideas, exercises, and tools that will immediately impact your business.    




Access the Business Builders Academy™ Brochure: 


Curious about the process? Let's Connect!





What candidates look like: 

        • $250-$650K gross revenue
        • 5+ years in the business
        • 1-3 team members
        • Want to focus on holistic wealth management
        • Have a vision of being the CEO  


What candidates look like: 

    • $650-$2M gross revenue
    • 10+ years in the business
    • 3+ team members
    • Have successfully built a holistic wealth management business
    • Ready to transition to being the CEO  


What candidates look like: 

    • $2M+ gross revenue
    • 20+ years in the business
    • 7+ team members
    • Defining their personal and wealth management business legacy
    • Focused on scaling and maximizing talent  





Don't take it from us...


Business Coaching Program for Financial Advisors


We designed the ClientWise Business Builders Academy (BBA)™ precisely for select advisors like you who vision more for their firms; hands-on business owners who crave meaningful growth and are deeply committed to maximizing the long-term value of their enterprise—not just for their own ends, but for the benefit of their teams, their clients, their centers of influence and future generations.

This professional coaching program, facilitated by a ClientWise Coach, is designed to help you navigate the unique challenges associated with growing a profitable and sustainable business capable of serving generations of clients for years to come.

Benefits of The Program:

  • Techniques and solutions that can potentially increase your production by 25% or more over the next 12 months, and double it within three years
  • The Benchmark Assessment Report (BAR™) to measure your business against top performing advisors resulting in a customized 45-50 page written report detailing how to improve your practice management 
  • The opportunity to step out and think strategically about your goals enabling you to work ON improving your business, rather than remaining IN your business
  • The structure of our four (4) quarterly workshops we like to call "90-Day Sprints" to create an accountability structure for aggressive growth.
  • The 90-day planner to keep you on track for your goals between workshops
  • The ClientWise eXchange™, our practice management platform and forum of top producers to exchange best practices and engage in peer to peer learning with other highly successful advisors
  • Highly trained coaches that remain steadfast in their commitment to co-creating and co-learning, even in the face of challenging business decisions