Brian Leitner Speaks at 2020 Fidelity Inside Track

The Industry is Evolving

Living in a virtual world can present some unique obstacles for advisors. In this video, our head of wealth management discusses some of those hurdles and how you might get over them.

  • How do you connect with clients in a world where there are limited face-to-face meetings?
  • How can you build trust with new clients when you’ve only met virtually?
  • What are the best ways to leverage your external network and centers of influence?

 

Ready to Make Some Changes?

Providing the best advice and a unique client experience is becoming more challenging with the expansion of technology and wealth management options available to your clients and prospects. Spending more time trying to keep pace with these changes, while still running the day-to-day, equates to less time to spend putting your clients and their goals first.

At Mariner Wealth Advisors, we take care of your back office needs such as legal, compliance, performance reporting, IT, marketing and vendor management, so that you can focus your time on your clients and growing your business. In addition, we have a large group of in-house tax, estate planning, trust and insurance professionals who can join your advisory team to help you provide comprehensive, customized financial plans to your clients.

If you’re looking for an opportunity to grow your business strategically, we offer different paths designed to fit your goals and values. In addition, we’re committed to conducting conversations with you in confidence and with discretion. Contact our team for more information.

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