“I’ve tried using other platforms like LinkedIn, but I’m consistently underwhelmed by the content and information exchange that takes place out there. You just don’t find the level of nurturing, encouragement and genuine support that the eXchange™ excels at. Content and material is perfectly suited not only for where my business is today, but where I want it to be one, five, even ten years down the road. But the eXchange™ isn’t for every advisor. These are resources, solutions and roadmaps for those of us who are actively striving to grow our practices, improve our service delivery models and cultivate winning teams.”
The ClientWise eXchange™ provides advisors the platform to access proprietary content developed from working with top performers in the industry, access to a network of high performing financial professionals across the nation, and the ability to engage with the world's highest credentialed executive coaches.
The hybrid-learning platform on The eXchange™ provides exclusive access to ClientWise coaches, who have partnered with some of the most successful advisors in the industry to grow and improve their businesses. These same coaches, who work with Barron’s ranked advisors, also provide virtual coaching to our members on the eXchange.
Our community offers a robust network of motivated financial advisors looking to improve their businesses. The different Spaces and Groups on the eXchange™ allow you to customize how you connect with these advisors, based on their affiliations, designations, relationship with ClientWise and more. Just flip an advisor or coach’s tile to engage with them and ask questions about their practice and experience.
Get 24/7 access to all the information you ever wanted on financial advisory practice management. We’ve got the templates, tools, and tips to take actionable steps that will immediately transform your business in all areas of practice management.