ClientWise LLC
5215 North O'Connor Boulevard, Irving, TX 75039
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
5215 N O'Connor Blvd Suite 320, Irving, TX 75039, United States
About the Business
ClientWise LLC, located at 5215 North O'Connor Boulevard in Irving, Texas, is dedicated to building enduring firms and maximizing enterprise value. As Barron's Advisor Exclusive Coaching Partner, ClientWise focuses on helping financial industry leaders get clear, get focused, and get results. Their certified coaches, who are members of the International Coaching Federation, have the experience and insight to work with clients on their unique challenges and opportunities.
ClientWise coaches and consultants have years of industry-relevant experience and are thought leaders driving the future of professional coaching and consulting services. By gathering and analyzing data on how the industry is currently working, ClientWise provides insight on how to improve it. They collaborate with leading industry influencers to shape trends and ideas.
ClientWise helps firms of all sizes achieve fundamental goals such as increasing profits, growing enterprise value, developing advisors and clients, ensuring continuity, and monetizing life's work. They can assist firms at any stage to accomplish these ambitions. Whether you need help with problem-solving, practice management, or leadership, ClientWise is dedicated to helping you, your team, and your clients succeed. Contact ClientWise at (800) 732-0876 for more information.
Reviews
"We work with a lot of advisors, and those being coached by ClientWise are some of our favorites. ClientWise is great about being able to deliver coaching/consulting at scale so it is affordable to most and consistent, while still delivering real value. Their founder, Ray, is a true student of the business and helps advisors create more sustainable enterprises, which ultimately helps make the firm more valuable. Their coaches are amazing at telling clients what they are experts on, and building outside strategic partnerships that are beyond their scope. This is so much better for the client than the "generalist coach" who just helps advisors/clients figure out solutions to problems. By staying in their lane, they offer real value to their clients."
"marketer calls my personal cell - I explain that this number needs to be removed - they continue to call. Just called today and he hung up before I could finish saying place me on do not call. Clientwise needs to understand who they are hiring to do their marketing and cold calls - obviously the unprofessionalism will prevent me from consideration or taking the call at the office. This is my edited review based on reply from owner... I hope he continues to listen to the calls - I'm certain my experience is not the only one..."
"Excellent coaching program for Financial Advisors and Wealth Management firms"
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