Solution introduction
Our Speakers Bureau contains some of the highest accredited International Coaching Federation (ICF) coaches, who have spent years in the industry working with top-performing financial professionals
Their insight and ability to inspire the thinking needed to achieve your greatest potential is unparalleled
ClientWise Speakers Bureau offers a variety of topics in 5 distinct formats:
- High-impact keynotes - our keynotes are singular experiences designed to stimulate new learning within financial services
- Breakout sessions - our breakouts are the perfect addition to any workshop or conference
- Quickstart workshops - broken into 45 minutes long interactive workshop sessions, these unique programs are perfect for firms looking to jump start a project, or brainstorm and quickly inspire strategic thinking in a short amount of time
- Intensive workshops - given over the course of a year, our quarterly workshops offer in-depth insights on a variety of subjects in full, half day, or two day time-frames
- Retreats - clientWise retreats are ideal for teams or groups of advisors looking for an opportunity for team development and growth, in an offsite setting that stimulates new thinking, learning, and connection among colleagues
