Our ability to provide sound industry knowledge through the powerful lens of a coaching partnership is unmatched, and this combination solidifies the ClientWise advantage.

The ClientWise team personally matches each financial advisor with a highly trained coach based on his or her individual goals and preferences.Each coaching program is distinctively tailored to match the advisor’s objectives, through services ranging from individual and team coaching, workshop facilitation, team facilitation, and coaching skills training.

This coaching process is coupled with our original ClientWise practice management content, which is developed from in-depth research by industry experts in both coaching and financial services. These proprietary tools and databases, including The ClientWise Benchmark Assessment Report ™ and The ClientWise Coach Insights Database ™, contain best practices from leading professionals and access to the most significant financial trends and influences worldwide.

ClientWise provides several coaching programs for solopreneurs and teams. In addition to partnering with a hand-selected, ICF certified coach, each program provides access to our proprietary ClientWise Benchmark Assessment Report (BAR)™, our monthly success forums, and our weekly tips and tools.