Strategies for Growing Your Practice and Serving Clients
If you or your team are looking to work at a firm that arms advisors with growth opportunities, in-house resources and innovative investment management solutions while offering clients a boutique experience, joining the Mariner Wealth Advisors family could be the right next move for you. Most of all, we give you back the thing you value most—time—to do what you got into the business for in the first place—build long-term client relationships.
Why Choose Mariner Wealth Advisors?
Focus on the Client
At many firms, advisors are tasked with wearing many different hats. At Mariner Wealth Advisors, we handle the daily back-office tasks, allowing our advisors to focus on one thing…taking care of their clients and helping them reach their goals today, tomorrow and in the future.
Plan for the Future…For You and Your Clients
It’s not unusual for a wealth advisor to be so busy helping clients plan for retirement that they fail to plan their own. Having a succession plan in place lessens the potential business disruption for your clients when you are ready to retire or should you need to retire sooner than expected. We realize this process can seem daunting, that’s why we make the transition easy for you and your clients.
Interested In What We Offer, But Want To Own Your Own Firm?
If you’re an advisor who is intrigued by the support and value a firm like Mariner Wealth Advisors has to offer, but want to own your practice, we can help. Our two fee-for-service platforms provide you with all of the benefits listed above, but let you retain ownership of your firm.
Hear How Advisors Are Advancing at Our Firm
If you’re wondering what it’s like to join our firm, don’t take our word for it. Hear how Rachel Vivian, a senior wealth advisor, has grown her practice.