Spend More Time Focusing On Your Clients
Has your firm grown to the level where your practice management needs are demanding too much time from taking care of clients? Are connections being made, and relationships cultivated, but one-on-one conversations are suffering? Maybe you’re looking for a long-term growth and succession plan for your firm, your people and your clients.
As a firm, we have a strong background in inorganic growth and helping firms grow and offer new services to clients through acquisition. When looking for firms to partner with, our number one priority is to ensure the firm’s goals, mission and culture are aligned with our own. We appreciate a standard of excellence and advisors that believe in putting the client first.
Why Choose Mariner Wealth Advisors?
Growth & Succession Plan
When your firm partners with Mariner Wealth Advisors, you will not only have a succession plan for you, your advisors and your clients, but you will have the resources to grow your business organically while providing advancement opportunities for your team.
On day one, your team will receive back-office support from teams including compliance, marketing, IT and operations, allowing you to spend more time growing your practice and less time running it.
In-House Team Collaboration
Expand the wealth planning services you and your team can offer clients by collaborating with our in-house investments, tax, insurance, trust and estate planning teams.
Coaching & Best Practices
Our practice management team coaches and works with advisors on best practices to help them stand out from competitors in a “sea of sameness,” deepen client engagement and optimize your team’s performance. Potential areas of coaching focus include mastering business vision and planning and creating capacity to grow.
Like What We Have To Offer, But Want To Remain Independent?
Independent advisors have unique personal goals, business objectives and definitions of success. Mariner Advisor Network supports the growth and management of advisors’ practices by offering a suite of services and investments. Whether your main objective is to grow your business, spend more time with your family, or provide more services for your clients, our mission is to help you achieve it. We focus on helping you by helping you build a successful practice and then providing the support you need to reach your goals.