Redefining what it means to put the client first, as a collaborative community

When the client comes first,
everyone thrives
Learn More

Advisors are familiar with these dilemmas:

1
2
3
Prioritizing growth creates more work, more stress, and more opportunities for things to go wrong.
Mature advisors are facing the multi-faceted process of succession planning in a world full of change and uncertainty.
Input from individuals with a broad range of experiences and expertise is ever more important as we serve an increasingly diverse clientele.

Not to mention...

  • Increased overhead as you try to scale
  • Industry lacking support for diversity and inclusion
  • Opportunity cost of training new hires
  • Clients receiving disconnected advice from multiple advisors
  • Missed opportunities with deals falling through the cracks
  • Difficulty accessing vetted resources and trusted advisors

So what's the solution?

A digital community platform designed to pull layers of advice from advisors and professionals of all walks of life in order to provide carefully curated guidance for clients that create better outcomes for all.

ClientFirst™ is built specifically for independent investment advisors and the professionals that support the flow of money, such as those in insurance, tax, legal, and more. It is a community built of diverse, committed, and forward-thinking individuals who are all active professionals in the industry working for the best outcomes for their clients.

We value collaboration among experts

We live in a connected world where you can work with anyone, anywhere - why wouldn’t you choose to work with the very best? ClientFirst™ fosters those connections and makes them accessible so your clients get expert advice and you have more time for the things that are most important to you and your firm.
Learn More About Our Services

We make smart connections

Our platform is intensely searchable; you can find other professionals by location, years of experience, niche market, or even language spoken. We use a powerful system of Behavioral Intelligence technology to increase effective communication between advisors, their staff and clients.
Learn More About Our Services

We understand the evolution of growth, scaling, and the next generation of advisors

In a time when so many mature advisors will soon need to transition their business, only about 20% of advisors have a succession plan in place. This puts their clients, families and employees at risk, as well as limiting their options when the time comes to retire. We assist advisors so they can exit gracefully and at the highest valuation.
Learn More About Our Services

We believe in diversity

The financial advising industry is full of brilliant individuals, groups and organizations, but some are overlooked. We know that it is a mistake made at a great cost to the entire industry. Thus, a desire to make space for everyone to bring their expertise to bear is a central element in our mission. We envision a future where clients get the best advice from stellar individuals - whether they be women, BIPOC, LGBTQ+ and/or disabled - are elevated to a more prominent place, gaining peer respect and gravitas in a broader network more quickly.
Learn More About Our Services

We know there are a lot of communities and memberships out there, and you only want to engage with those that will really benefit you and your clients.

Here’s why ClientFirst™ is the best choice for you and the people who rely on you:

  • Extensive and proactive knowledge of the industry and market outlook
  • Can connect the dots with a well-developed network of individuals, firms, investment providers, insurance carriers, banks and other professional entities.
  • Completely independent and product-agnostic environment
  • Always innovating and up-to-date on ever-evolving regulations and industry restrictions
  • Deep passion for advancing the entire industry, especially helping those with unrealized potential to gain gravitas
  • Tiered offerings so you can get exactly what you want—nothing more, nothing less
We have spent decades as fellow financial professions in the industry. Our first-hand observations are what led us to develop a fresh approach for the pressing need for aggregated and holistic advice. ClientFirst™ is a service platform born from the real and felt need to relieve some of the stressors and pitfalls that plague so many advisors.

Are you ready to find out how ClientFirst™ can revolutionize the way you serve your clients?

find out more
Powered by Evozen