ClientFirst ™ is the only national, fully diverse community for rainmakers to find, vet and professionally connect with each other as Centers of Influence.
Professionals are familiar with these dilemmas:
Not to mention...
So what's the solution?
A digital community platform designed to pull layers of advice from 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 rainmakers in wealth management, 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.