Solution introduction

ClientWise is a full-service executive coaching and consulting firm focused exclusively on financial professionals

Since the company was founded in 2006, we have done ongoing research that has been instrumental in creating and updating our proprietary model for financial advisory practices, The ClientWise Professional Advisory Model™ (PAM™)

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 seven key categories focused on leadership, growth and innovation:

  • Organizing priorities
  • Client engagement
  • Client acquisition
  • Marketing approach
  • Team development
  • Professional advocate approach
  • Business and operations management

Using the PAM™, our experienced executive coaches work with top-performing advisors to help them improve all aspects of practice management, formulate and execute long-term goals in an effort to achieve growth in new high net worth households served and assets under management. Professional coaching builds in a level of accountability for financial advisors, advisory teams and executive leaders, helping them achieve excellence in their personal and professional lives on an ongoing basis.

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