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
Pay Annually
Tier 1
10% off annual membership
$29/per month
Community Membership
Connection with professionals across the US
Behavioral Analytics assessment for self
Tier 2
10% off annual membership
$79/per month
Community Membership
Connection with professionals across the US
Behavioral Analytics assessment for self
Discounted Behavioral Analytic assessments for clients
Rainmaker Spotlight Profile
"Community in Action" Profiles
Exclusive LinkedIn Live Presentations
Circle Community Access