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Thursday, April 24, 2014

The 3 Things Every Financial Advisor Needs in a Partnership

As a financial advisor, your first priority is helping guide your clients on a clear and coherent path to financial success. As an entrepreneur, you want to grow your business and expand your reach. At Money Concepts, we understand these needs, and our mission is to be the partner you choose to help you reach these goals. We do that by offering you these 3 things:

1)    Entrepreneurial independence. A vital part of Money Concepts’ partnership is the complete independence you have when it comes to your business. We exist to supplement your resources, not buy out your hard work, by giving you a large selection of proven tools and techniques for success. You’ve put the time into building your brand. Our advisors are able to continue working with us under their own brand.

Barry Dayley, CFP, Executive Vice President explains, “Money Concepts was built on entrepreneurial ideas, and that’s one of the attractive points. That entrepreneurial spirit is alive and well.” Structured flexibility is a large part of how we approach our relationship with our advisors. We offer a wide variety of tested and proven tools, but our partners enjoy full autonomy in how they choose to apply these programs and ideas.


2)    A strong support system. We operate by the phrase “You’re in business for yourself, not by yourself.”  As an independently owned Broker Dealer, we believe our partners need independence but also encouragement. We are constantly seeking to learn how our programs and instruments can be developed to better serve our financial family’s needs. No matter if you’ve been working with Money Concepts for two days, two years, or twenty years, your voice will always be heard. We operate with a culture of trust and cooperation, and our advisors are a valued part of our corporate family. We care about the people we work with, not the numbers.

Partnering with Money Concepts also gives you the financial professional, access to an incredible network of fellow advisors, and the ability to both share your experience and learn from others’ successes. As a member of our team, you’ll have access to conferences and meetings that are focused around Money Concepts advisors, rather than a home office agenda.

3)    Open communication. There is no chain-of-contact for your needs or ideas. Communication is a vital part of the financial advisor’s job, and we value communication with our partners.  Our advisors have valuable thoughts and experiences, and their contributions are always fully considered. We want to be the leader in our niche, and as such we want to have an ever growing and changing list of the most up-to-date financial planning systems. This is only capable with the expertise of our advisors, who are always encouraged to bring forward their suggestions.

We don’t just talk the talk, we walk the walk. Allen Porter, Vice President of Marketing and Business Development finds that “until they’ve experienced it, it’s just words on a brochure, and the thing that [financial advisors] are most pleased about is that they’re experiencing what we told them they’d get. This among many other reasons is why 40% of our advisors have placed their trust in Money Concepts for 20 plus years.”

We’re a firm that was built by entrepreneurs, for entrepreneurs, and that focus is on an open atmosphere for those who have a mindset to grow. If you are a financial advisor looking for the next step in serving your clients, consider making Money Concepts your partner, and experience what we can do for you. 

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