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.
360° Personalized Wealth Planning
Whether you are an advisor employed by our firm, or an independent advisor running your own firm and utilizing services from one of the fee-for-service platforms, you will have access to our industry leading investment options, direct access to in-house advisory solutions teams including tax, insurance, estate planning and trust services to give them robust resources to build more comprehensive wealth plans designed to fit clients’ needs today and in the future.
From day one, you will have access to cutting-edge technology and other back-office logistical support, including operations, marketing and compliance as well as dedicated service teams at several major custodians. You can rely on purposeful support for you and your clients to make the onboarding process as seamless as possible.
We recognize, value and reward our wealth advisors for the contributions they make to our firm and their clients. We believe people are our greatest assets, which is why we’ll help you with organic business opportunities and provide coaching and educational opportunities. We’re here to help you advance and grow professionally.
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.
Mariner Advisor Network
Advisors have widely varied personal goals, business objectives and definitions of success. Mariner Advisor Network diligently supports the growth and management of advisors’ practices. Whether your main objective is to increase production or spend more time with your family, our mission is to help you achieve it. We focus on helping you build and support a successful independent practice.