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ClientWise is the premier executive and business coaching firm working exclusively with financial professionals.



Are you happy with your client acquisition process?


ClientWise research indicates that 79% of financial advisors and financial advisory teams do not have a clearly defined Client Acquisition strategy. Yet those who do report an average 121% increase in acquired assets, versus those who don’t. This webinar identifies six crucial techniques that help you build an effective Client Acquisition process that is unique and replicable.

You can expect to gain insights on:

  • Establishing a goal-setting practice that is meaningful and bold.

  • Identifying the Ideal Clients that you like to serve.

  • Filling your pipeline with leads.

  • Creating and executing outbound and inbound marketing campaigns.

  • Managing your pipeline, and tracking forward progress.

  • Managing opportunities and closing new business.


Please complete the form to view the webinar.