ClientWise is the premier business and executive coaching & consulting firm working exclusively with financial professionals. We specialize in helping clients optimize growth and maximize revenue by engaging as a knowledgeable partner in accomplishing specific & significant business results. Our coaching programs empower financial advisors, wholesalers, managers & executives to enhance performance through customized, action-oriented solutions based on each client’s specific vision & situation. Drawing from an in-depth knowledge of the financial industry, our mission is to professionally develop industry leaders and consistently raise the bar for industry service.
As members of the International Coaching Federation, our coaches adhere to a strict code of ethics and commit to coaching as a joint partnership. Their extensive work with over 1,500 top performers and our ClientWise team of researchers allows them unique access to the challenges and opportunities faced by financial professionals. Our team personally matches each financial professional with a highly trained ICF Coach based on their individual goals & preferences. Our clients get results for their business, learn to replicate these results on their own, and improve their communication with staff, prospective clients, & COI's by sustaining the model established by their coaching partnership.
The coaching process is coupled with original ClientWise practice management content, which is developed from in-depth research by industry experts and our own ClientWise research team. Our proprietary tools & databases, including The ClientWise Benchmark Assessment Report ™ & The ClientWise Coach Insights Database ™, contain best practices from leading professionals and access to the most significant financial trends & influences worldwide. Our ability to provide sound industry knowledge through the powerful lens of a coaching partnership is unmatched, and this combination solidifies the ClientWise advantage.
Company Details
- Employees
- 20
- Founded
- -
- Address
- 5215 N O'connor Blvd, 320,united States
- Phone
- 914-244-1545
- Industry
- Business Consulting And Services
- NAICS
-
Management, Scientific, and Technical Consulting ServicesManagement Consulting ServicesOther Scientific and Technical Consulting ServicesOther Management Consulting Services
- Website
- clientwise.com
- Keywords
- Executive Coaching for Financial Advisors, Executive Coaching for Financial Industry Leaders, Executive Coaching for Financial Advisory Teams, Consulting for Financial Services Firms.
- HQ
- Irving, Texas
Clientwise Llc Questions
Clientwise Llc's helpline number is 914-244-1545
Clientwise Llc's website is clientwise.com
Clientwise Llc's LinkedIn profile is https://www.linkedin.com/company/clientwise-llc
Clientwise Llc has
20 employees.
View email and phone details for 20
employees at Clientwise Llc.
Clientwise Llc's industry is
Business Consulting and Services
Clientwise Llc's top competitors are
Limitless Advisor Coaching,
Devoe & Company,
Snappy Kraken,
Financial Planning,
Future Proof,
Barron's Advisor,
Advisorroadmap Virtual Training Platform,
The Ensemble Practice,
T3 Technology Tools For Today,
Retirement Tax Services.
Clientwise Llc's categories are Business Consulting and Services
Clientwise Llc's founding year is 2006
