Programs and Presentations
Through our institutional and association-level programs, we present actionable workshops, seminars, keynotes and training programs for wirehouses, insurers, broker-dealers and other financial services firms.
The ClientWise Speakers Bureau™
Our keynotes and presentations are singular experiences designed to stimulate new thinking and learning within the financial services industry. Inspired by some of the most powerful thought leadership and key influencers in the industry today, these are geared toward financial professionals seeking sustainable skills to benefit their clients, their businesses, their institutions, and ultimately the industry overall.
While not a requirement for attendance, many of our clients currently working with ClientWise coaches have seen significant accelerated success in their coaching partnership as a result of attending these presentations in tandem with their regular coaching sessions.
GROUP WORKSHOP PROGRAMS
As a leader in institutional and group workshop development, we plan and deliver customized workshops on a wide variety of topics. Past workshop topics include:
- The Leader’s Journey™: Ten Key Transitions from Lone Ranger to Leader™
- 60-Hour Coaching Skills Course for Financial Advisors & Managers
- The Professional Advocate Approach: Proven Process For Generating Referrals From Your Clients Other Trusted Advisors
- Building The Unique Team Program
- My Lifetime Maximizer: Organizing Practical Life Balance
ClientWise coaching has been invaluable to my team over the past nine months. We have seen tremendous growth in revenue and profitability and a pipeline full of opportunity. Our significant success is directly attributable to our coaching and we know we have just begun. 
