The next generation of professional advisers is dissatisfied with traditional networking, which involves attending events, collecting business cards during breaks, and following up with a coffee and brochure, as it takes too long to build a network and yields only a modest return.

In this library, professional advisers upload video case studies created in collaboration with other professionals who serve the same client types. These videos are then tagged against the profiles of our members in our private members directory, where members can research which other professionals serve their ideal client type, the professionals they network with, and connect with them via our private connection links.

This award-winning online networking methodology, Great Companies, which awarded the founder of Caroline’s Club as Entrepreneur of the Year 2025, calls it a Client First Revolution.