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Wealth Management Advisor Network & Practice Management Solutions

The ClientWise eXchange™ is an online platform that brings the very best of social media, eLearning, content management all in one secure, online location that is focused exclusively on forwarding the success of the large network of financial advisors.

Something Powerful

Tell The Reader More

The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

  • Bullets are great
  • For spelling out benefits and
  • Turning visitors into leads.

Something Powerful

Tell The Reader More

The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

  • Bullets are great
  • For spelling out benefits and
  • Turning visitors into leads.

Something Powerful

Tell The Reader More

The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

  • Bullets are great
  • For spelling out benefits and
  • Turning visitors into leads.

Something Powerful

Tell The Reader More

The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

  • Bullets are great
  • For spelling out benefits and
  • Turning visitors into leads.
financial advisor practice management content

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. 

 

financial community

Conversation

Private messaging, commenting, and likes. This is truly a social network for advisors. 

 

wealth management network

Network

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.

 

Bookmark

Bookmarking

Never lose a piece of content ever again. Track exactly what you want to refer back to with our built-in bookmarking tool.

mobile app for wealth management

Mobile-App

Take the eXchange™ with you on the go!  

financial advisor blog

Blogging

Have you ever wanted to start your own blog? Well now you can. And it already comes with an audience of advisors ready to read and learn.

 

best ideas for advisors

Best Ideas

We've all been there. You hit the wall and no new ideas are coming to mind. Luckily, financial advisors never have to hit that wall again.  

groupthink

Public and Secret Groups

Within this financial advisor network, you will have the ability to request spaces for yourself and others to share ideas either privately or for the entire community to see. 

 

video embedding

Video

If you're a visual learner, the eXchange™ is definitely for you. With tons of video around concepts such as financial advisor marketing, public speaking and more!  

financial thought leaders

Thought Leaders

The best of the best are on the eXchange™. Learn from top industry leaders such as Maribeth Kuzmezki, Bob Veres, and more coming every year!

 

financial advisor coaching

Coaches

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.

 

cloud-based servers

Cloud-Based

This financial advisor network is cloud-based! Meaning you will never have to worry about information being lost.