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Top-Tier Insights and Data-Driven Solutions
The Barron's Advisor and ClientWise relationship was forged to help raise the standards of client care in wealth management. We believe in the power of shared wisdom and constant learning.
Barron’s Advisor chose ClientWise as their official exclusive coaching partner – are we a good fit for you?
Consider applying to the Business Builders Academy – new Barron's leadership groups are forming now.
Schedule time to connect with one of our Relationship Managers and begin the application process.
If you recently leveraged the Barron’s Workbench tool, have a minimum of $150M AUM, and would like to see how ClientWise can
support your ambitions of growing enterprise value, please click the "Workbench Result Review" button.
ClientWise is a premiere business & executive coaching firm working exclusively with Financial Advisors and their teams who are genuinely dedicated to servicing families for generations, committed to investing in human capital, building true teams, focused on strategic succession planning, and maximizing enterprise value.
Our team of highly qualified and ICF-credentialed professionals empower you and your team to build an enduring firm.
Why consider joining a Barron's group at the Business Builders Academy?
- We have a multi-year strategy to develop and deliver relevant and valuable content.
- We have an integrated learning and firm development program.
- Our programs are based on peer-to-peer learning.
- Guided facilitation and research insights help you and your team make better decisions.
- The Academy is a collaborative community filled with highly vetted colleagues you can trust.
- Together, we can assess whether ClientWise is the right fit for you and your firm.
Join us as we explore!
