Providing comprehensive wealth advice has become more complex over the years. For those who do not have a team approach, the advisors are required to be experts in every facet of wealth management. When you’re a part of Mariner Wealth Advisors, we surround you with the resources to help make you successful in navigating your client to their goals.
When you join Mariner Wealth Advisors, you no longer need to be a jack of all trades. We cover the back-end of doing business for you and you will no longer be responsible for bringing in new business. In the words of senior wealth advisor Suzanne Wheeler, separating business development and the running of the firm from working with the clients is a tremendous asset.
Switching firms and transitioning your clients can seem daunting and overwhelming. We make the transition easy for you and your clients.
Providing comprehensive wealth advice has become more complex over the years. For those who do not have a team approach, the advisors are required to be experts in every facet of wealth management. When you are part of Mariner Wealth Advisors, we surround you with resources to help make you successful in navigating your clients to their goals.
We have built a comprehensive team with experience in the areas of tax advice and preparation, estate planning and wealth transfer, retirement plans and risk management. Offering these under one roof saves clients time and reduces the changes of an element being overlooked.
Marty Bicknell, CEO and president of Mariner Wealth Advisors, joins Dave Barton from Mercer Advisors, Rush Benton from CAPTRUST and John Furey from Advisor Growth Strategies to discuss the current M&A climate around wealth advisory firms.
For Investment Professional Use Only.
MWA does not provide all services listed in this piece. Some services are provided by affiliates and are subject to additional fees. Additional fees may also apply for tax planning and preparation services.
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 (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you invest or send money.
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