Statistics show that advisors operating a wealth management business model tend to generate significantly higher revenues than other business models. For example:
- 58% of wealth management practices have assets under management greater than $100 million compared to only 22% of financial planning practices and 18% of investment broker practices. Source: Cerulli
- Wealth managers generate more than twice the commission revenue and five times the fees of the average planner/asset manager. Source: Cerulli
Securities America understands your need to offer comprehensive advice and service to your clients. We’re committed to delivering the peer networks, tools, technology and other wealth management resources needed to help you meet all of your clients’ financial needs. We can help you provide your clients a broad spectrum of advice and an extraordinary client service experience, all aimed at helping you grow and develop your business.
- Advisorpod.com - a weekly podcast series developed by Securities America. The Masters Series provides insight into the business practices of the industry’s elite financial advisors, and the Practice Builders offers actionable practice management tips and advice to help advisors run a more efficient, profitable and satisfying practice. Click here to take a listen!
- The Next Level: Building the $1 Million Practice - developed by Securities America, this personalized coaching program is built on proven, real-world best practices of top advisors.
- Wealth Management Education Modules - these modules train and support advisors in their efforts to shift towards a wealth management business model.
- NextPhase™ Income Distribution Solutions - Securities America’s industry-leading array of programs, services, materials and education that you can leverage to effectively meet retirees’ income needs. Support materials include:
- Imagine – Your Life Without Limits - a series of tools, materials and education resources to help you reach a new level of understanding with each unique client and prospect. Marketing support materials and an engaging client workshop help you get your message out.
- The New Reliability of Income (ROI) Profile™ - this unique profile was developed by Securities America to measure a client’s emotional need for guaranteed income.
- The Income Distribution and 72(t) Support Centers - we provide an array of resources to help you manage client income distribution needs. Marketing materials, risk assessments, questionnaires plus resources like comparisons, calculators, training, and white papers all give you a wealth of information from which to choose.
- The Income for Life Model™ Program - this proven and successful program helps advisors plan each client’s inflation-adjusted income for life.
Peer collaborative and strategic networks, outsourcing of financial planning tasks, account aggregation technology, consolidated performance reporting and much more are all available to support you in your efforts to provide clients with un-matched service.
CLICK HERE for more in-depth information on all of our Wealth Management programs and services!
