ClientWise
HQ Address
5215 North O'Connor Blvd., Suite 320, Irving, TX 75039, United States
Website Address
Business introduction
Building Enduring Firms
Maximizing Enterprise Value
What We Do
As the nation's premier business and executive coaching and consulting firm working exclusively with financial advisors and their teams, we’ll help you build better and with greater purpose. Our team of highly qualified and credentialed professionals empower you and your team to become more resourceful problem solvers, more successful rainmakers, more adept practice managers, and owners of more valuable and sustainable businesses.
ClientWise Solutions
Benchmark Assessment Report™
How does your business compare to other elite advisors across the country? What are you doing today to become even more client focused and to improve the business value of your practice? Whether you’re already a top producer, or aspire to build a larger practice, every successful advisor is always seeking new,......
business needs
view solutionBusiness Builders Academy™
Increase profits. Maximize enterprise value. The ClientWise Business Builders Academy™ is an innovative workshop series designed exclusively for top-performing financial advisors. Built for advisors who are committed to meaningful growth and to maximizing the long-term value of their enterprises, the all-day workshops are chock full of high impact ideas, exercises, and tools that will immediately impact......
business needs
view solutionCertified Financial Services Coach Training Program™
Unfortunately, vital relational, listening, partnering and communication skills are neglected in contrast to the technical skills involved in designations such as the CFP, CFA, CIMA and CLU. Developing potent relationships is one of the most crucial, and at the same time, one of the most neglected skills in a financial......
business needs
view solutionDISC Assessment Report™
What is the DISC assessment? DISC assessment is a personality profile test that provides insight into one’s natural and adaptable behaviors styles and preferences. DISC centers around four different personality traits: dominance, influence, steadiness and compliance. The process reveals the characteristics required for superior performance, matching the person to the position more accurately.......
business needs
view solutionExecutive & Leadership Coaching
As a financial professional in an executive or leadership role, your relationship with your team is incredibly important. The skills needed to successfully manage and lead a team are different from what you use day-to-day on your own, and your ability step into this role can hugely impact your practice. Through......
business needs
view solutionFinancial Advisor Coaching
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......
business needs
view solutionGroup Workshop Coaching
Taken separately or in conjunction with ClientWise coaching programs, our group workshop coaching programs offer in-depth insights on a variety of subjects. In addition to our proprietary content, the workshops provide access to extensive and continuous learning opportunities within a select community of top-performing financial professionals. Our group workshop coaching provides......
business needs
view solutionProfessional Advisory Model™
We’ve interviewed thousands of financial advisors and Registered Investment Advisors with a minimum of 10 years of service, $250,000,000 in assets under management and $3 million or more in production per year to collect the data used to construct this model. The PAM™ breaks down a financial advisory practice into......
business needs
view solutionThe ClientWise eXchange™
Coaching | Access to the highest credentialed coaches The hybrid-learning platform on The eXchange™ provides exclusive access to ClientWise coaches, who have partnered with some of the most successful advisors in the industry to grow and improve their businesses. These same coaches, who work with Barron’s ranked advisors, also provide virtual......
business needs
view solutionThe Leader’s Journey™
Working as a financial advisory team has remarkable benefits for building sustainable growth and productivity. The Leader’s Journey™ is a proprietary 16-hour ClientWise training program comprised of four workshops. The program guides successful solopreneur advisors and advisors responsible for leading their current teams through the transitions necessary to lead a team of high-performing......
business needs
view solutionThe Speakers Bureau™
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......
