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.

ClientWise Blog

  • Rainmaking Matters

    One storm is no longer enough... When it comes to fueling meaningful growth in your enterprise, the days of succeeding by doing one thing very well are quickly becoming a thing of the past. If you’re a rainmaker who has focused on a particular tried and true practice – whether sourcing leads from existing clients, cultivating a network of professional advocates, steadily increasing your share of wallet from existing clients, or recruiting/acquiring other advisor teams – now’s the time to start expanding your horizons by seeking out new additional sources of growth. The most recent PriceMetrix/McKinsey State of Retail Wealth Management study found that advisors in the top quartile for growth increased annual revenues by 37% (compared to an 8% decline in growth for the bottom quartile). What differentiates the top performers? Not surprisingly, these firms generate most or all their revenue from fees, and function as interdependent teams rather than sole practitioners. What stands out, however, is the realization that only a small percentage of these leading advisors are actively engaged in acquisitive growth. It begs the question…why? Beware the fast-track We hear so much about the aging advisor demographic, and we read profiles in the trade press about advisors who seemingly overnight turn a $100MM practice into a $2+ billion enterprise through a series of aggressive acquisitions. It seems like the perfect quick road to rapid growth. What we don’t hear a lot of talk about, however, is the often grossly
  • Every enterprise needs one; here’s why
  • If there’s one holiday that should especially resonate with financial advisors, it’s the 4th of July – a celebration of our nation’s unyielding and relentless desire for self-determination. After all, it was that same fundamental yearning for independence that propelled most of us to take a step into the unknown and launch our own firms. The allure of independence is extremely compelling – calling all the shots, no more limited payouts, long-term equity ownership and an ability to align the business with your core values and beliefs. But perhaps there’s no stronger case to be made for blazing your own path than the opportunity it affords you to act in an unencumbered fiduciary capacity for your clients. There’s one particular sentence in the Declaration of Independence which reads: “But when a long train of abuses and usurpations, pursuing invariably the same Object evinces a design to reduce them under absolute Despotism, it is their right, it is their duty, to throw off such Government, and to provide new Guards for their future security.” It’s a sentiment (albeit a strongly worded one) that could serve as a “bill of rights” for each and every client who entrusts you with his or her financial future. While your name may not be Hancock, Jefferson, Adams or Franklin, you nevertheless follow in their footsteps by passionately advocating for and acting in the best interest of those whom you serve. This is a truly noble profession – one that directly impacts the lives of the individuals we work with, future generations of their family, and the philanthropic causes they support.
  • Finding Your Personal Satisfaction Drivers In our work over the years with hundreds of advisory teams, nearly every phenomenally successful team leader has shared ONE common attribute – a clearly defined objective as to what he or she wants from their career beyond mere monetary rewards. Don’t get me wrong; we all want to be well compensated for our entrepreneurism, our labor and our diligent advocacy on behalf of our clients. But there must be a sense of some larger purpose in order to continually push us to go a little bit above and beyond. "Sustainable growth and success are far more likely when what you seek to achieve is clear, important and personal to you as a human being." Building an enterprise based on something larger than just profit will dramatically color the approach you take to building your team, the way in which you interact with clients, the strategy and tactics you employ to grow the business, and ultimately, the personal satisfaction you derive from your work. Define your satisfaction drivers Carve out some time where there are no distractions, and thoughtfully answer the following questions. Once you’re done, set them aside for a week and then revisit your answers to ensure they truly reflect who you are as a person.
  • The statistics paint a pretty bleak picture. The average financial advisor today is age 51, with nearly half (43%) over the age of 55 and therefore inside of a decade from retirement age. Conversely, the number of new junior advisors entering the workforce isn’t even close to keeping pace with the number of senior advisors exiting. According to Ernst & Young’s recently released The Next Generation of Financial Advisors report, each year there are two financial advisors qualifying for Social Security benefits for every new advisor entering the market. Advisory firms have become incredibly top-heavy organizations. According to Michael Kitces, three out of every four U.S. practices currently have more lead advisors and partners than support and service advisors to work with them. Sustainability impact Exactly what does this mean for the long-term sustainability of your enterprise? Without a talented team of young advisors to eventually take over the reins, not only are you risking your firm’s future, you’re seriously jeopardizing your ability to monetize your life’s work. More importantly, you’re neglecting your fiduciary duty to your current clients. With each client you’ve onboarded, you promised them (either explicitly or implicitly) that you’ll be there through all of their life’s transitions – helping to put their kids through college, preparing them for retirement and dealing with crises like illnesses or the death of a spouse/parent whenever they arise. However, if you don’t have a plan to ensure continuity of client care beyond your working life, that promise is rather meaningless.

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