We love partnering with advisers who want to play a central part in their clients’ lives by helping their clients:

• Understand why money is important to them.
• Articulate financial goals that require a tangible commitment.
• Understand whether they will meet these goals given their current situation.

We partner with Advisers who are interested in gradually expanding their role as investment managers and who are moving towards an integrated life-first adviser and wealth coaching relationship.

• We like to work with Advisers who value their independence and have a burning desire to grow their practices successfully in the direction that helps their clients reach their financial dreams.
• We value Adviser partners who want to work nationally in a virtual office environment to remain nimble and quick in the ever-changing financial advice landscape.
• We prefer Advisers who work independently and don’t need to be micro-managed on a day to day basis, who prefer to be go-getters to drive their own practice success.

We like assisting Advisers who have created a great practice and are interested in extracting value out of their practice with a view to consolidating their succession plan.