For most financial advisory teams, the most expensive investment is human capital. Engage with ClientWise and learn how you can leverage your team more effectively.
- Complete and honest insight from all team members through anonymous input.
- Interviews with key clients, principals, stakeholders and centers of influence.
- A day or weekend long workshop led by an ICF credentialed coach.
- Build consensus among team members to achieve vital goals and objectives
- Review of key insights to determine critical touch-points with a customized plan for moving forward.