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    Press Releases

    Stay up to date with the latest ClientWise news, partnerships, and milestones.

    ClientWise press release

    May 27, 2026

    Merit hires ex-Edelman and Verdence executives, launches leadership initiative with ClientWise

    ClientWise has partnered with Merit Financial Advisors to launch a 12-month leadership development initiative focused on executive coaching, organizational alignment, and strengthening leadership effectiveness as the firm continues to scale.

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    Financial Services Review award for ClientWise

    May 1, 2026

    ClientWise: Designing Enduring Advisory Enterprises

    ClientWise was named “Top Financial Advisor Coaching Service 2026” by Financial Services Review, recognizing the firm’s leadership in executive coaching, leadership development, and helping advisory firms build scalable, enduring businesses.

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    Industry Recognition

    ClientWise Featured on Nerd’s Eye View

    Explore articles, commentary, and industry insights featuring ClientWise across the Kitces ecosystem.

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    About ClientWise

    ClientWise is a coaching and consulting firm serving financial advisors and advisory firms. The firm specializes in leadership development, executive coaching, succession planning, enterprise growth, and helping advisory businesses build enduring enterprises.