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Driving Performance

Aligning Compensation with Team Collaboration 

Barron's Advisor 100 Summit 2024

Prioritized People Plan Evaluator™

At ClientWise, we’ve developed this Prioritized People Plan
Evaluator™ to help controlling owners, partners, and your entire
team jointly engage in aligning the needs of the business with
the needs of the people who empower and drive the business.
At its core, this valuable assessment tool is designed to help
provide your entire team with a means to identify particular areas
of the firm’s people strategy which require additional work.
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