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 access to: 

• The ClientWise Community
• Specific focus on the financial services industry
• Highly trained coaches
• Insights on a variety of topics