SOURCE: ClientWise LLC

FiComm Partners

February 03, 2016 09:00 ET

ClientWise LLC Names Penny Phillips New Director of Practice Management

MT. KISCO, NY--(Marketwired - February 03, 2016) -

  • Phillips Previously Served as a Director at Envestnet and Eagle Strategies LLC
  • ClientWise Is an Executive Coaching, Consulting and Training Firm for Financial Service Professionals

ClientWise LLC, a full-service coaching, consulting and training company serving high-performing financial advisors, advisory teams, executives and financial services firms, announced today that Penny Phillips has been appointed Director of Practice Management.

Prior to joining ClientWise, Phillips was Vice President in the Strategic Consulting Group at Envestnet, and before that, Corporate Vice President of Practice Management at Eagle Strategies LLC, an RIA and wholly-owned subsidiary of New York Life.

"What impresses me most about ClientWise is how well the firm truly understands what the wealth advisors of today need to be doing in order to stay relevant and invaluable to current clients… and future generations of clients," said Phillips. "Whether you're an established financial services firm or a growing one, the ClientWise team can help you strengthen the durability of your practice, and the longevity of your client relationships."

ClientWise, which is celebrating its 10-year anniversary this month, is the premier executive coaching and training firm for the financial services industry. Ray Sclafani, Founder and CEO of ClientWise, recently authored the book, You've Been Framed, discussing how advisors can compete in a changing financial landscape.

"It is important for our firm to be in step with the next generation of thought leaders and strategic thinkers in financial services," Sclafani said. "Penny's extensive knowledge of practice management and fresh perspective on the wealth management business make her a natural addition to the team."

ClientWise LLC, based in Mt. Kisco, NY, offers a wide variety of coaching services, drawing on the expertise of more than 25 highly credentialed coaches. Many ClientWise coaches are certified at the Master Certified Coach level, the most prestigious designation offered by the International Coach Federation.

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About ClientWise LLC

ClientWise is the premier business and executive coaching and consulting firm working exclusively with financial professionals. The firm specializes 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. For more information, please visit

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