ClientWise is an executive coaching firm that works exclusively with financial professionals. Our goal is to partner with prospective and current clients to help determine and select the right service model for their specific coaching needs. We specialize in helping clients optimize growth and maximize revenue by engaging as a knowledgeable partner in accomplishing specific and significant business results. ClientWise works with advisors around 7 key areas to jump-start their growth: Client Acquisition, Organizing Priorities, Team Development, Business & Operations Management, Marketing Approach, Client Engagement, and Professional Advocates. To sum up, ClientWise is to help you get clear, get focused, and get results™.

As the Central Regional Sourcing Associate, I work closely with my Managing Partners to connect with talented financial advisors, wealth managers and insurance professionals in Chicago and Wisconsin. To support local firm goals, I help uncover needed opportunities in the market and collaborate with managers and firm to attract the right professional.