ClientWise LLC

Q: What is ClientWise LLC's company size?

Clientwise llc has 11 - 50 people working.

Business Consulting and Services

Specialities :

Executive coaching for financial advisors

Executive coaching for financial industry leaders

Executive coaching for financial advisory teams

And consulting for financial services firms

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

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 profe...

Contact Information

Irving , Texas , United States

pphillips@clientwise.com

clientwise.com

ClientWise LLC Org Chart

Employees

Total Employees:
14

Top Contacts:
1

C-Level 1	VP - Level-
Director-	Manager-
Others13

Employees Working At ClientWise LLC

Jerilynn Hallett

Executive Assistant to the CEO

Sarah Luther

Relationship Management Team Lead

Valerie Kingland

Client Experience Manager

Emma Black

Relationship Manager

Kelsey Nicholas

Community Manager

ClientWise LLC Email Formats

Structure	Email Format
<f><last>@	Smith@clientwise.com
<first><l>@	John@clientwise.com
<first>@	John@clientwise.com

Buyer Intent

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CRM Implementation	Irving, TX	customer service, communication, financial, e, scheduling
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Trigger

Tech Stack Used By ClientWise LLC

A quick view of products employed by ClientWise LLC

Aws

Excel

Microsoft word

Salesforce

List of technologies used by ClientWise LLC

Communication

Customer service

Financial

Scheduling

Languages Used By ClientWise LLC

Jobs at ClientWise LLC

Hiring 2024-09-25 14:28:42

Business Development Representative

Irving, TX

Who We AreClientWise is a premier business and executive coaching and consulting firm working exc...

Frequently Asked Questions About ClientWise LLC

What does Clientwise llc do?+

What are Clientwise llc's specialties? +

Executive coaching for financial advisors,executive coaching for financial industry leaders,executive coaching for financial advisory teams,and consulting for financial services firms