Tessa Flaherty

Senior Business Consultant at ClientWise LLC - Irving, TX, US

Tessa Flaherty's Colleagues at ClientWise LLC
Valerie Kingland

Client Experience Specialist

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Jay Newberry

Relationship Manager - Northeast Region

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Sarah Luther

Relationship Management Team Lead

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Jeff Staggs

Executive Coach | Master Certified C-Suite Coaching

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Tessa Flaherty's Contact Details
HQ
800-732-0876
Location
Company
ClientWise LLC
Tessa Flaherty's Company Details
ClientWise LLC logo, ClientWise LLC contact details

ClientWise LLC

Irving, TX, US • 20 - 49 Employees
Management Consulting

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 client's 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 professionals. Our team personally matches each financial professional with a highly trained ICF Coach based on their individual goals & preferences. Our clients get results for their business, learn to replicate these results on their own, and improve their communication with staff, prospective clients, & COI's by sustaining the model established by their coaching partnership.The coaching process is coupled with original ClientWise practice management content, which is developed from in-depth research by industry experts and our own ClientWise research team. Our proprietary tools & databases, including The ClientWise Benchmark Assessment Report ™ & The ClientWise Coach Insights Database ™, contain best practices from leading professionals and access to the most significant financial trends & influences worldwide. Our ability to provide sound industry knowledge through the powerful lens of a coaching partnership is unmatched, and this combination solidifies the ClientWise advantage.

Executive Coaching for Financial Advisors Executive Coaching for Financial Industry Leaders Executive Coaching for Financial Advisory Teams Consulting for Financial Services Firms B2B Management Consulting Management Services Consulting Business Services
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Frequently Asked Questions about Tessa Flaherty
Tessa Flaherty currently works for ClientWise LLC.
Tessa Flaherty's role at ClientWise LLC is Senior Business Consultant.
Tessa Flaherty's email address is ***@clientwise.com. To view Tessa Flaherty's full email address, please signup to ConnectPlex.
Tessa Flaherty works in the Management Consulting industry.
Tessa Flaherty's colleagues at ClientWise LLC are Ray Sclafani, Valerie Kingland, Kelsey Nicholas, Jay Newberry, Sarah Luther, Jeff Staggs, Karen Sanchez and others.
Tessa Flaherty's phone number is 800-732-0876
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