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financial advisor practice management

Content

Get 24/7 access to proprietary heavily researched practice management content. Templates, tools, and tips to take actionable steps that will immediately transform your business in all areas. 

 

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Conversation

Private messaging, commenting, and likes. This is truly a social network for advisors to share ideas, post questions, and change the industry forever.

 

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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.

 

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Bookmarking

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

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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. 

 

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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.  

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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. 

 

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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!  

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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!

 

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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.

 

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Cloud-Based

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