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.

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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: