The ClientWise Ensemble Leaders’ Summit

The ClientWise Ensemble Leaders Summit is an exclusive, invitation-only event designed specifically for equity owners and senior executives of ensemble advisory firms affiliated with Northwestern Mutual. Participation is limited to ensure meaningful peer exchange and high- value discussion.

Eligibility Criteria

Primary Audience: Equity owners, partners, and C-level executives of firms with multiple advisors and owners.
Firm Requirements: Firms must have at least one equity owner in attendance
Role Requirements: Attendees must be directly involved in strategic decision-making, firm leadership, or enterprise-level operations

Capacity & Invitation Policy

Attendance is limited to ensure a high-quality experience and preserve the integrity of peer-level discussions
Invitations are non-transferable and should not be forwarded
Final acceptance is at the discretion of ClientWise, based on eligibility and strategic alignment

Questions?
For inquiries regarding eligibility or participation, please contact:

Sarah Luther-Keller – sluther@clientwise.com
Emma Black – eblack@clientwise.com
Or call ClientWise at 800-732-0876, ext. 803