Services

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.
Pay Monthly

Tier 1

$29/per month

10% off annual memberships

Community membership
Connection with professionals accross the US
DNA Profile for Self

Tier 2

$79/per month

10% off annual memberships

Community membership
Connection with professionals across the US
Idea of the Week to generate sales opportunities & COI connections
Webinar series with practice expertise
DNA Profile for self
DNA Profile for 5 clients

Tier 3

Coming Soon!

$399/per month

10% off annual memberships

Community membership
Connection with professionals across the US with printable vetting report
Idea of the Week to generate sales opportunities & COI connections
Webinar series with practice expertise
DNA Profile for self
DNA Profile for 20 clients
Feature
Invitation only special events

Tier 3

Community - Fiduciary Excellence
$TBA/per month
Proprietary Products & Services
PLUS all the benefits of Tiers 1 & 2

Tier 4

Community - Innovating & Beyond
$TBA/per month
Proprietary Products & Services
PLUS all the benefits of Tiers 1, 2 & 3

Not sure which tier to choose?