In-House Support Helps Director Build Practice and Leadership Skills

Office Snapshot

Managing Director Gains Resources to Serve Clients “More Deeply”

Josh Goldman and his team joined Mariner Wealth Advisors through an acquisition. They were drawn to our firm’s client-first mission and their ability to leverage in-house advisory services and back-office teams. For Goldman personally, it is an opportunity to hone his advisor and leadership skills.

Challenges Faced Prior to Acquisition

• Lack of access to high-level resources and support needed to grow the firm’s wealth
• Former practice lacked the time and resources to provide a more in-depth, personalized approach to client service
• Insufficient capacity for further expansion into the health care, life sciences and small-business owner niches

“I now have more time to focus on clients and thoughtfully grow our team and the number of clients we serve,” Goldman said. “Equally important, I have access to in-house professionals to further develop my skill sets as an advisor and leader.”

Joshua Goldman, Ph.D., CFA

Director & Senior Wealth Advisor

Why Mariner Wealth Advisors

• Support from back-office teams including compliance, marketing, IT and operations
• Collaboration with specialized in-house advisory solutions teams, from tax planning to trust services and estate planning
• A broader menu of wealth solutions, including investments and tax and estate planning, that are a better fit for clients
• Opportunities for growth—both at a business and professional level

More Time With Clients

Support from our in-house advisory solutions and back-office teams gives wealth advisors more time to focus on their clients. We find that when advisors don’t have the time they need for conversations and one-on-one meetings with clients, their bottom line can also be affected. Goldman and many other wealth advisors have discovered that being part of Mariner Wealth Advisors frees up time so they can make clients a top priority while leaving the logistical details to the firm’s support teams. After joining our firm, many advisors embrace the opportunity to grow their client base.

“As we gain efficiencies, my team can further develop and focus on tasks that add value to clients,” Goldman said.

Joshua Goldman, Ph.D., CFA

Director & Senior Wealth Advisor

Professional Growth Opportunities

Advisors appreciate the professional growth opportunities that come with being part of Mariner Wealth Advisors, a national firm with offices across the country and a steady growth strategy.

It’s not unusual for career-minded advisors to be tapped to provide directional support to other local Mariner Wealth Advisor offices or to open a new regional office. We give advisors resources and support to help them advance professionally.

“Mariner Wealth Advisors has spent over a decade building the infrastructure and recruiting the talent to support the advisor,” Goldman said. “Although the firm allows each office to retain what makes them unique, from a career trajectory perspective, Mariner Wealth Advisors provides us with a platform to allow for growth.”

Joshua Goldman, Ph.D., CFA

Director & Senior Wealth Advisor

Ready to Learn More?

If you’re looking for an opportunity to build your practice strategically, we offer different paths designed to fit your professional growth goals. Our client-first mission is at the center of everything we do. If that’s your priority, too, consider joining Mariner Wealth Advisors.

Sources:

¹As of 9/30/22. Assets and AUA totals include a combination of assets under management and assets under advisement is not meant to represent regulatory assets under management. Please see Form ADV filings for specific information on regulatory assets under management.

Mariner Wealth Advisors (“MWA”) does not provide all services mentioned. Some services are provided by affiliates and are subject to additional fees. Previous results or outcomes experienced by advisors/clients are unique to those situations and there is no guarantee of similar results or outcomes.

Mariner Wealth Advisors (“MWA”), is an SEC registered investment adviser with its principal place of business in the State of Kansas. Registration of an investment adviser does not imply a certain level of skill or training.MWA is in compliance with the current notice filing requirements imposed upon registered investment advisers by those states in which MWA maintains clients. MWA may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by MWA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For additional information about MWA, including fees and services, please contact MWA or refer to the Investment Adviser Public Disclosure website. Please read the disclosure statement carefully before you invest or send money.