Benefits of a Consultant Listing

Buying or Selling a Book of Business can be a complex and stressful process. If you are an Accountant, Lawyer, Business Valuator or Financier your expertise will be beneficial in guiding Advisor’s through this process of buying or selling a Book of Business.


  • Prime advertisement placement throughout the Client Exchange website.
  • Exposure to financial professionals of all disciplines throughout North America.
  • Inclusion in Email blasts promoting your company’s events to Client Exchange members.
  • Increased traffic to your company’s website.