Transform Your Network, Transform Your Business
Discover a smarter way to build your professional connections in wealth, insurance, law, accounting, and trust disciplines—in just 90 seconds. ClientFirst unlocks unparalleled organic firm growth by facilitating collaborations that meet affluent clients’ desire for comprehensive, relationship-driven service, regardless of geography. With over 100 points of matching criteria and advanced behavioral analytics, we make every curated connection high-quality and more profitable—eliminating unqualified leads and creating partnerships that truly matter.
ClientFirst™ is redefining the way professionals connect.
Professionals want to successfully:
IT'S MORE THAN JUST GROWTH
DIVERSITY CREATES A BIGGER PIE FOR ALL
KNOWING THE ENDING AT THE BEGINNING
means even greater returns for us
when it is time to pass the baton.
But, there are challenges...
- Lack of Time
- Inreased overhead
- Increased professional liability
- Compliance & reputational risk
- Consistent social media presence
- Fear of looking bad to your clients
So what's the solution?
The answer is profoundly simple and utterly complex all at the same time -- finding a consistent stream of qualified ideal clients who are ready to do business with you and trust that you can solve their problem.

We walk our talk.
along with the specialized fields that support them.
This sharp focus allows us to be true experts in rainmaking.
The art of strategic networking.
Here’s why ClientFirst™ is the best choice for you to grow your practice:
- Your most valuable resource is your time. We can help you find the right Center of Influence across the U.S. in just 90 seconds.
- Our robust search engine enables you to define exactly the expertise you need, including experience, languages spoken, professional credentials and niche markets.
- We also utilize behavioral analytics to further refine your search.
- Always innovating and up-to-date on ever-evolving regulations and industry restrictions
- When you get a connection request, it is to actually work with a real live client situation.
- Our community is private; you will not be bothered by disruptive spam marketing.
- Our community is purely B2B, simplifying compliance requirements.
- Best of all, we work hard to uplift and highlight your expertise and credentials to keep you front-and-center among your peers,