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Exclusive for our Northwestern Mutual Partner

Get Clear. Get Focused. Get Results.

ClientWise is proud to be one of the leading providers of executive coaching for Northwestern Mutual Representatives. Our diverse platform offers a variety of partnership opportunities that position reps to provide greater value to their clients, and achieve greater success in their careers.

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Business Builders Academy™

Workshop Coaching Innovative, quarterly workshops for top-performing financial professionals

The Business Builders Academy (BBA)™

Exchange best practices for growing revenue, increasing profitability, expanding your team, and maximizing enterprise value. Collaborate with other top advisors running businesses of a similar size and structure in peer-to-peer workshop learning—facilitated by a certified ClientWise coach with a flexibly structured curriculum to meet the group’s most pressing business operational and growth challenges.

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The Business Builders Academy™ Program Levels

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The ClientWise eXchange™ provides advisors the platform to access proprietary content developed from working with top performers in the industry,  access to a network of high performing financial professionals across the nation, and the ability to engage with the world's highest credentialed executive coaches.

See what our clients are saying about our coaching platform.

"Workshops energize and move me to greater clarity and focus. The practice management tools, systems, and content help me be a more relevant financial advisor and business owner."

Charles Prothro

"ClientWise has completely changed my view (and the view of my Partners) of what is possible in this business and how far we can take this opportunity to change our clients lives."

Paul Tortorella

Want to learn more?

Contact us today to hear more about our Northwestern Mutual coaching programs.