Client Wise

Management Consulting, 5215 N O'Connor BLVD, Irving, Texas, 75039, United States, 11-50 Employees

Phone Number: +19*********

Who is CLIENTWISE

ClientWise is the premier business and executive coaching & consulting firm working exclusively with financial professionals. We specialize in helping clients optimize growth and maximize...

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Headquarters: 5215 N O'Connor BLVD, Irving, Texas, 75039, United States
Date Founded: 2006
Employees: 11-50
Revenue: $5 Million to $10 Million
Active Tech Stack: See technologies

Industry: Management Consulting

SIC Code: 7389 | NAICS Code: 522320 | Show More

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ClientWise Org Chart and Mapping

Employees

Emma Black

Business Development Representative

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Leah Grant

Executive Coach

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Frequently Asked Questions Regarding ClientWise

Answer: ClientWise's headquarters are located at 5215 N O'Connor BLVD, Irving, Texas, 75039, United States

Answer: 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 clients 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 TM & The ClientWise Coach Insights Database TM, 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.