The ClientWise Speakers Bureau™


Our Speakers Bureau contains some of the highest accredited International Coaching Federation (ICF) coaches, who have spent years in the industry working with top-performing financial professionals. Their insight and ability to inspire the thinking needed to achieve your greatest potential is unparalleled.

ClientWise Speakers Bureau Offers a Variety of Topics in 5 Distinct Formats

High-Impact Keynotes: Our keynotes are singular experiences designed to stimulate new learning within financial services. Inspired by some of the most powerful thought leadership and key influencers in the industry today, these are given by our coaches and geared toward financial professionals seeking sustainable skills to benefit their clients, their businesses, and the industry overall. Each keynote is customized around the time and topic, and specifically geared toward each audience.


Breakout Sessions:  Our breakouts are the perfect addition to any workshop or conference. Fueled by industry leading trends and research, these workshops are driven by real-time statistics that provide actionable insights into practice management. As one of our more popular formats, they cover a large variety of topics that can be tailored to a given theme. 


Quickstart Workshops: Broken into 45 minutes long interactive workshop sessions, these unique programs are perfect for firms looking to jump start a project, or brainstorm and quickly inspire strategic thinking in a short amount of time. Often advisors will use these in addition to their coaching sessions, for a deeper dive into a specific area. 


Intensive Workshops: Given over the course of a year, our quarterly workshops offer in-depth insights on a variety of subjects in full, half day, or two day time-frames. They provide extensive and continuous learning opportunities within a select community of top-performing financial professionals, and offer access to our proprietary tools and resources. 


Retreats: ClientWise retreats are ideal for teams or groups of advisors looking for an opportunity for team development and growth, in an offsite setting that stimulates new thinking, learning, and connection among colleagues. Many advisors use this as an opportunity for realigning goals and priorities or determining ideal roles and responsibilities for their team members. 

What clients say about The Speakers Bureau™

Sterling Shea, Managing Director, Advisory and Wealth Management Programs, Barron’s

“ClientWise has been a valued partner in suggesting and presenting best practices content for Barron's advisor conferences and they have been a visionary and positive force in the industry. Their insight into what makes advisor practices succeed or fail, and how great wealth management practitioners can set a course to sustain growth is unquestioned, valued, and objective. We're proud to endorse their coaching services as a choice for advisors seeking strategic professional development guidance.”


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