Learn More about The Business Builders Workshop™


The ClientWise Business Builders Workshop™ is an innovative quarterly workshop designed exclusively for today’s top-performing financial professionals looking to create structures and repeatable processes around client acquisition, revenue building, and client relationship development. Designed around strategic skill building and the application of content and practice management, the action-packed agenda includes relevant materials, exercises, and tools and resources that immediately benefit your business.


To register for the workshop coaching program, simply fill in the form on the right or give us a call at 800.732.0876 to begin the registration process. 


If you have any questions, please give us a call at 800.732.0876 or email info@clientwise.com. One of our experienced representatives will be happy to help you find the location and dates that are right for you. They may also take you through our simple registration process, and answer any questions you may have about the Program.


Benefits of The Workshop Coaching Program

  • Techniques and solutions that could potentially increase your production by 25% or more over the next 12 months, and double it within three years

  • The opportunity to step out and think strategically about your goals enabling you to work ON improving your business, rather than remaining IN your business 

  • The structure of our four (4) quarterly workshops we like to call "coaching checkpoints," to create an accountability structure for aggressive growth.

  • The 90 day planner to keep you on track for your goals between workshops

  • The ClientWise Community, a forum of top producers to exchange best practices and engage in peer to peer learning with other highly successful advisors

  • Highly trained coaches that remain steadfast in their commitment to co-creating and co-learning, even in the face of challenging business decisions

  • The Benchmark Assessment Report (BAR™) to measure your business against top performing advisors resulting in a customized 45-50 page written report detailing how to improve your practice management 


What our participants say about The Business Builders Workshop™ Series

quote 20 The workshop energizes and moves me to greater clarity and focus. The practice management tools, systems, and content help me be a more relevant financial advisor and business owner. quote right 20

Charles Prothro, CFP® Northwestern Mutual


quote 20  When we bring ClientWise in to facilitate workshops we know that our top advisors and managers will be able to take away a lot of valuable information that they can use in their day-to-day jobs. ClientWise spends a lot of time on customized content in preparing for workshops and keynotes. quote right 20

Denise Welsh, Senior Consultant, Top Advisor Development, Met Life



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