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ClientFirst ™ is the only national, fully diverse community for rainmakers to find, vet and professionally connect with each other as Centers of Influence.

We welcome independent financial advisors, insurance professionals, CPAs, attorneys, trust officers, M&A, financial therapists, after-loss professionals (and more!) to connect with us.

Professionals are familiar with these dilemmas:

Growth

How To Grow

Prioritizing growth creates more work, more stress, and more opportunities for things to go wrong.
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Succession Planning

Succession Planning

Mature advisors are facing the multi-faceted process of succession planning in a world full of change and uncertainty
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Diversity

Diversity

Input from individuals with a broad range of experiences and expertise is ever more important as we serve an increasingly diverse clientele.
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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.

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:

We have spent decades as professionals in the financial industry. Our first-hand observations are what led us to develop a fresh approach to the pressing need for aggregated and holistic advice among a variety of complementary professions. ClientFirst™ is a platform born from the real and felt need to relieve some of the stressors and pitfalls that plague so many professionals.

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