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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.

stephen feehan northwestern mutual
Stephen Feehan 
Financial Advisor, Northwestern Mutual Wealth

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!

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Greg Gerhard
Chief Financial Officer & Chief Operating Officer, LPL Financial 
ClientWise has been a valued partner in suggesting and presenting best practices content for Barron's advisor conferences and they have been a visionary and positive force in the industry. Their insight into what makes advisor practices succeed or fail, and how great wealth management practitioners can set a course to sustain growth is unquestioned, valued, and objective. We're proud to endorse their coaching services as a choice for advisors seeking strategic professional development guidance. 
sterling shea barrons
Sterling Shea
Managing Director, Advisory and Wealth Management Programs, Barron’s
The practice management tools, systems, and content help me be a more relevant financial advisor and business owner. 
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Charles B. Prothro
Wealth Management Advisor, Northwestern Mutual