Instant Growth, Just Add Water
Many financial advisors juggle multiple roles as they run their business. In addition to helping clients plan for the future, they also need to stay on top of compliance, cast vision for their business, build their team, and, most importantly, attract more clients and grow their firm. But growth can be tricky because of strict compliance and emerging marketing channels. Is there a solution to achieve substantial growth in a way that will benefit all parties involved?
The Growth Problem
Traditionally, advisors would attempt to increase their client base by networking, word-of-mouth, and building trust with their clients. While there is nothing inherently wrong with these organic methods, they can be slow to produce growth. For example, if you have an aging clientele, new asset growth can be difficult.
Even buying a book of business may seem like a great idea, but considering there are fifty times more buyers than there are sellers, you will face plenty of competition. (1) If you do manage to obtain clients from another advisor, you may find that client acquisitions are risky, lengthy, and have a low success rate. And what about the investment required to take this step? Large upfront capital requirements could put you out of the running and create a hurdle to negotiations. Speaking of negotiations, this step in the process can take valuable time away from working with your existing clients. All this information may make it seem like instant growth is impossible, but take heart! There is a solution.
The Asset Builder Solution
Our solution is for you to not go it alone. With the endless details, legalities, and heavy competition, the process of buying assets can be disheartening and challenging. But by working with a team that specializes in helping you pursue instant growth, you can gain confidence and start making plans for the future of your business.
Using our proprietary acquisition system, Freedom Wealth Alliance identifies and acquires quality books of business of all sizes. We resell these books to our advisors looking to grow their practices through inorganic means. While the true success of any acquisition comes from the efforts of the individual advisor, our time-tested process and support gives you the help you need. Think of our operational and product support as the water needed to grow the seeds of your practice.
Just Add Water To Your Wealth
If you desire to become an independent advisor but don’t know how to start, or if you have already taken the leap but aren’t seeing as much growth as you would like, see how we can help you with our Asset Builder solution. Explore our books for sale and use our asset builder calculator and reach out to us at krozman@freedomwealthalliance.com or call Kurt Rozman at 262-798-7979.
About Freedom Wealth Alliance
Freedom Wealth Alliance is a Registered Investment Advisor providing a home and multiple affiliation options for financial advisors seeking business growth and/or succession planning, operational excellence, and turn-key placement. We created this firm to relieve your stress no matter the stage of your firm. We take the burden of running the business off your back, so you can spend your time doing what you do best and love the most. If that means spending more time with clients and prospects, you can. If that means spending more time with your family, just do it. Visit www.
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(1) https://www.kitces.com/blog/how-to-find-a-financial-advisory-firm-to-buy/