Welcome to the NEW ClientWise eXchange

Please take 10 minutes and get to know the our new improved platform. To login to the new community your 1st time you will need to reset your password using the following link 1st Time Login Password Reset . Enter you email address and if found the system will send you a link to create a new password.

Once you log in, please follow these three quick steps to get started on the ClientWise eXchange:

  1. Visit your profile page (click the image silhouette/picture at the top right of the screen) and take a few moments to complete as much of the information as possible. You’ll be able to add a photo and bio, as well as specify your Professional Associations, Job History, and Educational background.
  2. Adjust your privacy settings and customize your contact preferences by clicking “My Account" and then choosing "Privacy Settings” from the dropdown menu on the profile page. 
  3. Customize how you’d like to receive updates on the "My Accounts" tab choose “Community Notification". You can opt to receive messages via email in real time (each message as it posted), as a daily digest, or no emails. You can also choose to receive a consolidated digest at the end of the day of ALL your activity and updates for ALL your groups and conversations.

Let's get the conversation started! 

What you get access to...

The ClientWise eXchange™ is the first of it's kind. The 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.

Coaching  | Access to the highest credentialed 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.

Community  |  Peer-to-Peer Learning & Networking

The eXchange™ extends the scope of coaching to a forum that is more collaborative and inclusive in nature. Financial advisors have the ability to learn in a workshop-like format through peer-to-peer learning, and network with similarly motivated professionals from the comfort of their own office.

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.

Content  |  The Axis of Coaching and Content

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.


Get started today: ONLY $1000 a Year
First 30-Days is COMPLIMENTARY trial access*

Note: During the 1st 30 days you will have limited trial access to content. After 30 days your card will be charged in full unlocking ALL elibrary access. At anytime you may request FULL access and then be charged in FULL for your monthly subscription. Each year your subscription will auto-renew unless you notify us within 30 days of your intent not to continue. This engagement is for a 12 month commitment at the stated annual subscription price. eXchange access is included with any workshop or coaching engagements.

Which area do you need to focus on today

ClientWise Blog

  • Looking for ways to keep your team and your clients focused and engaged? Share with them some of the books, TV shows, movies, podcasts, etc. that have helped lift your mood or provided a welcome distraction. See attached for our recommendations.
  • Moving the Right Financial Levers Avoid permanent outcomes to temporary problems Unlike countless retail, manufacturing and hospitality businesses, financial advisors should likely emerge from the COVID-19 lockdown in comparatively decent financial shape. Certainly, some clients may become more judicious as to how they utilize your services. Conversely, though, many self-directed investors who’ve enjoyed more than a decade of steadily rising markets may now begin gravitating to professional advisors.
  • Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team. HBR Podcast: Staying Agile Beyond a Crisis Building Trust in Times of Crisis How Will You Respond in a Time of Crisis? | Trusted Advisor Associates - Training, Workshops, Trust Education A conversation with Tim Bello, Managing Partner, Merchant Investment Management The Evolution of an RIA from Practice to Enterprise - Podcast for Financial Advisors from Diamond Consultants Revenue Or Cash Flow? The Advisor Valuation Metric War Is Real 65 Creative Employee Reward Ideas (2020 Update) ‎Behind the Deal With Mark Bruno: Behind the Deal: Merit Financial's Kay Lynn Mayhue on Apple Podcasts Leadership in the New Now | BCG
  • By now, you’ve reached out to check-in with all of your clients – apprising them as to your operating plan during the pandemic, as well as addressing any initial fears and concerns they might have about the state of their financial plan, short-term liquidity needs or other financial matters. But the longer COVID-19 continues, and the longer people are sheltering in place, the key question that often arises is “how do I go back to my clients and structure follow-up conversations with them that provide genuine value?” In this current environment, the importance of getting your team to coalesce around a common structure of how to thoughtfully “meet” with clients simply can’t be overstated. People are nervous, unsure of the future and desperately looking for both reassurance and a sense of hope. At ClientWise, we advocate employing the following structure (in the specific order presented) in order to get the most out of your conversations with clients during this unprecedented time. Are you okay? – start each call by checking-in on their life and how they’re coping. Make sure you show your clients that you personally KNOW them. Rather than “how are the kids and how is your wife,” be more specific…”how did Caroline and Michael handle completing the school year online? Is Karen able to work from home? Are you two able to find ways to relax and de-stress?” This not only helps better demonstrate that you value the relationship, but it enables you to connect with your clients at a deeper, more personal and emotional level. I’m okay! – it’s important to communicate how you are to alleviate any unspoken questions or concerns the client may have. “I’m exercising, eating well, getting good sleep and feeling sharp and attentive.” We all know that this pandemic will eventually pass, but the longer it goes on, the bigger an issue mental health will become. Extended isolation can lead to depression and even PTSD. So, take a little time to reassure your clients that you’re active, engaged and positive. Our team is okay! – your business is more than just you. Clients need to have a strong level of confidence that the team that serves them is also functioning on all cylinders. “Here’s how we’re operating and functioning remotely…this is how we’re staying connected with morning huddles, etc.” Communicate specific details to show that the team is networked and operating well. And touch on specifics to show them how cybersecurity and information security are still being carefully maintained. Download our ClientWise Connect and Support Check-In ™ tool to help you foster closer connections with your team and determine how you can all better communicate.

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