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.

While my partner and I find immense value as members of the Business Builders Workshop, turns out, that is just the beginning.  I am actively exploring the Client Wise eXchange for thought leadership content, organizational and practice management guides etc.  The Client Wise team has created a treasure trove of content, derived from the elite in our industry.  The more I look in the eXchange, the more I realize how important it is for me to allocate more time to doing exactly that.  It is filled with invaluable content which is helping take our practice in the direction we have until now, only dreamed of going.  Having the ability to interact with other advisors and thought leaders in the eXchange is beginning to pay dividends as well!