Corporate Office FAQs

What type of wholesaler training do you offer?

ClientWise has developed a unique partnership with two leading research companies to customize and tailor a wholesaler program around those territories that will have the most profound impact on sales run rates. After a formal assessment of the territories and personnel, ClientWise builds territory intelligence that is invaluable to “closing the gaps” in sales and client service proficiencies. In addition, we can help with basic training issues, such as time and territory management, value-proposition role plays and presentation skills training.

How are you accountable for what you do?

Money back guarantee. Plain and simple. You will achieve your clear objectives or you get your money back. No questions asked. You see, our strategies work and our expertise is second to none. Whether it’s coaching, training or consulting services that you desire, we promise to deliver results!

Does ClientWise offer personalized coaching services?

Yes, we offer personalized coaching services to meet your “just in time” needs. Contact us for a complimentary coaching conversation and to learn more about “The Professional Coaching Method™.” In addition to our in-house coaches, we can help you find an independent coach through our Global Coaching Network™.

What makes ClientWise different from every other company providing “value-added” services?

Results and accountability. Most firms offering value-added services are sole-practitioners who use anecdotal methods and test out new ideas on you. At ClientWise, we have a foundation of research and proven methods of success that are guaranteed to enhance your practice.

How can I gauge the effectiveness of the sales training you provide?

We offer an audit program to determine what’s working and what’s not working for your sales team. You can use this audit as a knowledge base to make other decisions about training or you can use it as the first step in hiring ClientWise to close the gaps that matter most for your sales team. Contact us today to learn about the audit program.

What firms have you worked with?

We serve asset management and insurance companies through consulting services, wholesaler training, and value-added program development and delivery. We serve advisors and their firms through leadership and sales training and professional coaching services.

Are you exclusively working with the wirehouse firms?

No. We work with independent financial advisors, insurance firms, private bank advisors as well as wirehouse firms. Our experience across all channels enables us to see trends of success long before most. Particularly as more advisors are thinking about transitioning to a different firm, this perspective is most valuable to our clients.

What kind of research does your firm do?

We research trends and demographics that impact the financial advisory business, wholesaling services and best practices among those advisors positioning their practices for the changing needs of the largest demographic in history-the baby boomers. In addition, we can design research studies to serve the unique needs of your firm or practice.

What are the benefits of licensing education, research and sales material from ClientWise?

Our materials provide you with convenience, cost-effectiveness and subject matter expertise. It’s easier to buy it than build it from scratch. Whether to learn more about building a complete value-added institute or exclusively license a single program, contact us for information about our publishing and licensing capabilities.

What are the most popular keynote presentations that you currently offer?

We offer presentations on a wide range of topics, including:

  • Insider’s Secrets: What The Best In The Business Don’t Want You To Know
  • Advocate Status – Understanding The Facilitation Role of Tomorrow’s Financial Advisor
  • The Professional Advocate Approach: Proven Process For Generating Referrals From Your Clients Other Trusted Advisors
  • Beyond Value-Added Wholesaling: Meeting the Real Needs of Tomorrow’s Financial Advisor
  • The New Language of The Financial Services Professional
  • Building The Unique Team Program
  • Enhancing Your Differentiating Outreach Strategy
  • The Contract for Change: Transforming Your Unique Vision into Action That Gets Results

wholesaler success

When a top sales professional
wanted to expand his reach,
ClientWise helped him achieve his
goals and increase his distribution.