Market
Advisor/RIA
Member Level
Chalice
Last Activity
2 weeks
General
Location
Scottsdale, AZ, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$600,000.00
# of Accounts
100
Avg Client Age
60
Overview

Our approach to helping the client is first to support the Advisor.

We want to help you distance yourself from the administrative functions that may prevent you from servicing your clients more efficiently. We also want to make sure you have the tools you need to do your job most effectively.

The client's best interest always comes first, and we want to help you deliver world-class service and solutions to your clients.

We also want to be your back-office; we are good at it.

Through economies of scale, we can deliver results that you may find difficult to match independently. These efficiencies can also make you more profitable while helping you provide better service to your clients.

Consider the following;
1) If you are looking to sell your book in the future, the calculation used to determine the value of your book is rather simple.

Net Revenue x Multiple = Sale Price

We can offer you a Very competitive Multiple, and we can help you increase your Net Revenue without having to increase the amount you charge your clients and without degrading the quality of service your clients receive.

2) If you are looking to grow your book, we can help you with our extensive marketing capacity (something we do a great deal of and do rather well). Our efficiencies can also free up available cash flow, allowing you to use those extra funds as you wish (either for marketing, additional resources or otherwise).

As an advisor, you will have access to a full set of products and solutions including In-House and Third-Party asset managers, stocks, bonds, mutual funds and insurance products. More importantly, and something that we believe distances us from the majority of RIAs is that we also are very effective at marketing for our Advisors.

If you would like to sit back and meet a consistent and steady flow of new prospects - we can do this for you. If you prefer to be entirely responsible for your marketing, we are also happy to take a back-seat, allowing you to run the show.

As your ally - we are here to help you, not dictate to you.

We are looking to partner with hard-working, responsible advisors. If this describes you, please spend a few minutes of your day talking with us about what you are looking to accomplish.

I think you will be happy that you did.

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