Signature Programs

There’s no getting around the fact that when firm leadership is centralized around a single individual, potential future growth is severely limited. You need to be both willing to surround yourself with talented professionals, and able to trust them enough to share leadership. This foundational program will show you how.

How can you leverage your team more effectively to achieve key objectives? What impediments stand between your team and the ability to provide value to clients? Using extensive industry research, our consultants enable firms to use their most expensive investment - human capital - most effectively.

Are you so busy helping clients plan their own futures that you haven’t planned your own? No matter how far off retirement may be, the best leaders ALWAYS have an exit strategy. Work with one of our coaches to help clarify your succession goals, better prepare your next generation to one day take the reins, and ultimately monetize your life’s work.

Are you ready to take the Next Steps?                                          

No matter where you are in your own firm’s journey, this program will serve as a blueprint for designing the next phase of your professional future and operationalizing it in ways that will maximize your success. Let us help you gain clarity around what you want from your business, as well as how to reach a professional potential you never thought possible.

When the right firms come together, it can be a tremendous route to accelerated growth. But so many mergers are unable to make it across the finish line. Why are some mergers successful while others fail? ClientWise's signature Merger Maximizer™ program helps firms achieve the three levels of alignment necessary for a successful merger.

How can you identify acquisition candidates and begin cultivating relationships with them before they ever hit the market? What’s the best way to integrate cultures and processes in order to maximize an acquisition’s value to your future growth? Let ClientWise’s experienced consultants help guide you through what can be a complex process.

Connect with a Relationship Manager                                              

Building Loyal Client Advocates™ is a step-by-step program to make your most loyal clients powerful tools in growing your business. Learn tracking tips to develop a careful, effective, and personal process of generating referrals.

Maximize your proprietary process and turn your professional relationships into powerful client acquisition tools with The Professional Advocate Approach™. Generate exceptional results with both your clients and professional partners using the unique approaches explored in this program.