Reignite Growth with the Right Model
Choosing the right business model is essential for wealth advisors seeking to grow their practices and better serve clients. Many advisors face setbacks when their initial choice doesn’t align with their goals, leading to stagnation and frustration. This guide identifies common pitfalls—like partnership misalignments and weak succession planning—and offers actionable strategies to overcome them.
-> Download now – “Reinvigorate Your Growth With the Right Business Model” – to discover six key attributes of successful business models, tips for evaluating potential platforms and a framework to align your career aspirations. Whether you prefer building a business as an entrepreneur or focusing on client service as a practitioner, gaining clarity on your priorities is the first step toward selecting the right path.
"I’m a planner at heart, so I need to know I’m going to have support down the road. My goal is to double my AUA in two years. I knew I would have the opportunity to do that here."
Rachel Vivian, CFP®
Senior Wealth Advisor
Mariner
The advisor’s personal comments may not be representative of the experience of other advisors and there is no guarantee of future performance or success. The comments are not to be construed as an endorsement or testimonial of any past or current clients nor do they represent the experiences of any clients.
"When I came across the Mariner platform and being able to see the level of resources that we would be given access to as a firm, it just made sense."
Omar A. Morillo, CFP® ChFC® AIF®
Founder, Imperio Wealth Advisors
Mariner Independent
The advisor’s personal comments may not be representative of the experience of other advisors and there is no guarantee of future performance or success. The comments are not to be construed as an endorsement or testimonial of any past or current clients nor do they represent the experiences of any clients.
“I have no regrets. I do truly believe that this was the right firm and the right decision for me and for my career personally.”
Kate Keller, CFP®
Senior Wealth Advisor
Mariner
The advisor’s personal comments may not be representative of the experience of other advisors and there is no guarantee of future performance or success. The comments are not to be construed as an endorsement or testimonial of any past or current clients nor do they represent the experiences of any clients.
Find the Right Business Model for Your Growth
You left Wall Street to build something better—for your clients and for yourself. But what if your current model isn’t the perfect fit? Learn how Mariner can help you align your business with your vision and accelerate your success.
CEO’S TAKE
Why choose Mariner?
Marty Bicknell
Chief Executive Officer & President
If Growth Has Stalled, It’s Time for a New Approach