Why Client and Method
The problem is never the tool.
It is that the practice cannot keep up with its own success.
We kept seeing the same thing. Strong practices, full of capable people, paying for good tools that no one had the time to adopt. The answer was never another platform or another subscription. It was making the whole practice run as one system, and proving it. That is what Client and Method does.
How we work
One principal, with specialists behind the work.
You work with the founder from strategy through to configuration. Emile architects the requirements, recommends and vets the vendors, oversees the build, and owns testing and quality assurance. For each engagement, Client and Method brings in vetted specialists aligned to the needs of your practice, and the accountability stays with one principal throughout. We do not hand you a plan and leave, and we do not hand off the relationship. We are selective on purpose, so the work is done properly and the result is one we can stand behind.
Book a Discovery and Planning engagementMeet the founder
The experience behind the method.
Emile McLean, Principal, Client and Method
Emile McLean is the Founder of Client and Method, where he helps financial advisors build more efficient, scalable, and profitable businesses by improving the systems, processes, and technology that support exceptional client service.
For nearly two decades, Emile has worked alongside financial advisors, helping them strengthen their businesses through better practice management, operational design, distribution strategy, and technology implementation. Throughout his career, he has focused on solving one challenge: helping advisory firms grow without increasing operational complexity. His approach combines business strategy with practical execution, enabling advisors to spend less time managing their practice and more time serving clients, strengthening relationships, and growing their business.
Before founding Client and Method, Emile held senior leadership positions with Manulife, Sun Life, and Canada Protection Plan, where he led national initiatives spanning advisor growth, distribution strategy, CRM transformation, artificial intelligence, and operational excellence. At Manulife, he led business development and go-to-market initiatives supporting more than 35,000 financial advisors across Canada. His work contributed to more than $134 million in incremental insurance sales through advisor engagement programs, practice management initiatives, and technology-enabled distribution strategies.
Known for bridging the gap between advisor operations and technology, Emile designs practical solutions that improve how advisory firms operate rather than simply introducing more software. He has led enterprise Salesforce initiatives, implemented AI-powered workflow automation, and developed advisor enablement programs that improve efficiency while respecting the realities of a highly regulated industry. His nationally recognized AI and Technology Practice Management program earned an independent advisor rating of 4.66 out of 5, with 97% of participants reporting the content was valuable and 98% saying it strengthened their perception of organizational support.
Emile has delivered keynote presentations, executive workshops, and advisory programs across Canada, the United States, and Scotland, working with advisors, executive leadership teams, MGAs, dealers, and financial institutions navigating growth, operational change, and technology adoption.
Few consultants have led national distribution strategy inside major financial institutions while also designing the technology, operational processes, and practice management programs that support financial advisors. That combination of experience shapes every Client and Method engagement.
Today, Emile partners with independent advisory firms, MGAs, dealers, and enterprise distribution organizations that want more than technology recommendations. They want practical solutions that increase capacity, improve operational efficiency, strengthen client relationships, and produce measurable business results.
Let us look at your practice.
Discovery and Planning is the first step, and it stands on its own.
Book a Discovery and Planning engagement