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.

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Professionals want to successfully:

IT'S MORE THAN JUST GROWTH

Size is meaningless if one doesn’t scale their practice profitably. You can add a lot of overhead and not see any improvement in the bottom line.
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DIVERSITY CREATES A BIGGER PIE FOR ALL

Welcoming women, minorities and the next generation enables our shrinking professions to grow. When we all thrive, our own practices thrive.
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KNOWING THE ENDING AT THE BEGINNING

Driving higher impact for our clients
means even greater returns for us
when it is time to pass the baton.
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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 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.
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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 professionals, their staff and clients.
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We understand the evolution of growth, scaling, and the next generation of advisors

In a time when so many mature professionals will soon need to transition their business, only about 20% 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. Our community builds on the tenants that create a graceful and high valuation exit.
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We believe in diversity

Our professional industries are 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, where these diverse communities are elevated to a more prominent place, gaining peer respect and gravitas in a broader network more quickly.
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We walk our talk.

Rather than catering to everyone, we focus exclusively on independent professionals in investments insurance, law, accounting and trust,
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,
We have spent decades as professionals in the financial industry and have experienced first-hand the trials and tribulations around organic client growth.

We are not trying to change you; rather, we want to uplift the hard work you are already doing each day to put your clients first (and make it easier).

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

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