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
$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