2014 Building the Billion Dollar Business

Our Partner

ClientWise is the premier business and executive coaching firm working exclusively with financial professionals and teams. We partner with financial advisors, wholesalers, managers, and executive leaders to optimize growth, maximize revenue, and ultimately create self-sustaining businesses, through access to the following:

• Highly Credentialed Coaches: Our International Coaching Federation (ICF) coaches, credentialed at the Professional Certified Coach and Master Certified Coach level, understand coaching as a partnership through which goals and processes are co-created by the financial professional and coach. They also partner through alternative and virtual coaching programs to cater to the needs of every individual.

• The ClientWise eXchange™: The first virtual learning platform and peer-to-peer exchange within the financial services industry, The eXchange™ provides an online, interactive community for financial professionals, leading industry influencers, and credentialed coaches to connect and engage in conversation around thought leadership and practice management.

• The Professional Advisory Model (PAM)™:The PAM™ is compiled from data from interviews with thousands of financial professionals with a minimum of 10 years of service, more than $250 million in assets under management, and more than $3 million in client revenue per year. It provides a roadmap for business management and growth for financial professionals, and guides The ClientWise Benchmark Assesment Report (BAR)™ and all of our research, content, and thought leadership.  

• The Axis of Coaching and Content: Content alone will not help financial professionals achieve their goals without the accountability provided by a coach. We provide rich content, backed by real-time data, through the lens of a coaching partnership. Financial professionals working with ClientWise can access this proprietary content through our eLibrary™ and eLibrary Platinum™.

• Access to Information: Current practice management content has not gone in depth enough to gather the data necessary to motivate advisors. The ClientWise Research Approach™ does just this, employing three different methods to give us access to leading practices and data from top-ranked financial professionals.

• Certified Coach Training: Our commitment to the integrity of coaching as a profession qualifies us to not only coach financial advisors, but to train those committed to coaching them, including relationship managers and internal leaders.

Simply put, we help financial professionals get clear, get focused, and get results.