CLIENTWISE LLC

clientwise-llc-logo

ClientWise is the premier business and executive coaching and 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 and significant business results. Our full-service coaching programs empower financial advisors, wholesalers, managers and executives to enhance performance through customized, action-oriented solutions based on each client's specific vision and situation. Drawing from an in-depth knowledge of the financial industry, ClientWise's mission is to professionally develop industry leaders and consistently raise the bar for industry service.

#People #Website #More

CLIENTWISE LLC

Industry:
Management Consulting

Founded:
2005-01-01

Address:
Mount Kisco, New York, United States

Country:
United States

Website Url:
http://www.clientwise.com

Total Employee:
11+

Status:
Active

Contact:
914-244-1545

Technology used in webpage:
LetsEncrypt Mobile Non Scaleable Content IPv6 ReCAPTCHA Apple Mobile Web App Capable Amazon Virginia Region Google Analytics 4 Amazon S3 Typekit Apple Mobile Web App Status Bar Style


Current Employees Featured

not_available_image

Ray Sclafani
Ray Sclafani Founder & CEO @ ClientWise LLC
Founder & CEO
2018-01-01

Founder


not_available_image

Ray Sclafani

Official Site Inspections

http://www.clientwise.com Semrush global rank: 2.14 M Semrush visits lastest month: 9.39 K

  • Host name: ec2-34-202-232-127.compute-1.amazonaws.com
  • IP address: 34.202.232.127
  • Location: Ashburn United States
  • Latitude: 39.0481
  • Longitude: -77.4728
  • Metro Code: 511
  • Timezone: America/New_York
  • Postal: 20149

Loading ...

More informations about "ClientWise LLC"

The ClientWise Team

Now at ClientWise, she has completed the ClientWise Certified Financial Services Coach Training Programâ„¢ and is on her way toward attaining her Associate Certified Coach from the …See details»

ClientWise LLC - Crunchbase Company Profile & Funding

ClientWise is the premier business and executive coaching and consulting firm working exclusively with financial professionals. We specialize in helping clients optimize growth and maximize revenue by engaging as a knowledgeable …See details»

ClientWise + Barron's

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 …See details»

Meet Ray - youvebeenframed.clientwise.com

Ray Sclafani Founder & CEO of ClientWise. Ray Sclafani is the founder and head of ClientWise, the executive coaching and training company exclusively serving the financial services industry. He holds a Professional Certified Coach …See details»

ClientWise Company Profile - Office Locations, Competitors ... - Craft

ClientWise is a provider of business coaching and consulting services for financial advisors and professionals. It offers control capacity, advisory, training, workshops, strategy management, …See details»

Building Enterprise Value: A Coach’s Advice for Advisors and Teams

Mar 30, 2023 Ray Sclafani Founder & CEO. After 20 years at AllianceBernstein, Ray Sclafani founded and heads ClientWise, the premier coaching and training company exclusively …See details»

ClientWise - Overview, News & Similar companies | ZoomInfo.com

Who is ClientWise Say goodbye to client file chaos. Think of ClientWise as the ultimate case file . . . with SUPERPOWERS Try for Free Automated Intake and Organizati onClientWise …See details»

What is ClientWise? Company Culture, Mission, Values

See what employees say it's like to work at ClientWise. Salaries, reviews, and more - all posted by employees working at ClientWise.See details»

ClientWise eXchangeâ„¢

Join our community of high-performing advisors and team members committed to building enduring firms. Our collaborative community is designed to bring together like-minded …See details»

Professional Advisory Services for Financial Advisors

Since ClientWise was founded in 2006, we have conducted research that has been instrumental in developing a proprietary model for financial advisor practice management, the ClientWise Professional Advisory Modelâ„¢ (PAMâ„¢). The …See details»

Ensemble Formation for Financial Advisors | ClientWise

ClientWise Office 5215 North O'Connor Blvd. Suite 320 Irving, TX 75039 (800) 732-0876See details»

Building Loyal Client Advocates

In this signature ClientWise program, you will: Engage in a discovery process with your top clients to uncover who will be your strongest advocates and who needs further nurturing; Engage, …See details»

ClientWise Team Development & Leadership Coaching

ClientWise Office 5215 North O'Connor Blvd. Suite 320 Irving, TX 75039 (800) 732-0876See details»

Get Started with ClientWise

ClientWise Office 5215 North O'Connor Blvd. Suite 320 Irving, TX 75039 (800) 732-0876See details»

You've Been Framed: Wealth Management Book

The book provides readers limited access to the ClientWise eXchangeâ„¢, a first-of-its-kind online platform that provides free proprietary content developed by ClientWise and access to a …See details»

ClientWise eXchangeâ„¢ Learn: Signature Programs

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 …See details»

Resources - ClientWise

Barron’s Advisor and ClientWise have united in partnership to further their respective missions of increasing the standards of success that advisors are held to. By combining ClientWise’s …See details»

ClientWise eXchangeâ„¢ Learn: Consulting

ClientWise eXchangeâ„¢ Learn. Consulting. Compensation Design- Small & Medium Sized Firms. Learn More How does your compensation program stack up against your peers for both …See details»

Community - ClientWise

The ClientWise eXchangeâ„¢ provides financial advisors and other financial services professionals with a platform to access trailblazing proprietary content, a network of high performing financial …See details»