In the financial planning field, you can't rest on your laurels. It's important to be on the ball and always looking for better alternatives. GP Wealth has an advisor committee through which we as advisors have a say in how the firm is run. The atmosphere is inclusive and collaborative – it's nice to be part of an organization that listens and responds.- GP Wealth has distanced itself from other dealers by the way it treats us as individuals. I don't feel like I'm just revenue to them, and they never try to influence where I place my clients' funds. To the contrary, I'm free to be the kind of advisor I want to be, and they look for ways to support me. Our relationship is a business partnership in the best sense of the term.
- The principals at GP Wealth are former advisors, and it shows, because they're great at walking the walk, not just talking the talk. I appreciate that everyone in the company is customer-focused and has an entrepreneurial mindset. They always make an effort to provide me with the best service possible. It's been a pleasure to work with such a focused and capable team.
- I received fantastic support from GP Wealth's transition team when I moved my book over. They were fully involved in all aspects of the process — from document preparation, to follow-ups, to reconciliation of the "before" and "after" picture. Within 6 weeks, the transition was complete to the total satisfaction of my clients, and myself.
- When I first considered moving my book to GP Wealth, I was concerned about the potential for disruption to my business. However, the GP Wealth transition team quickly allayed my concerns. They knew exactly what they were doing and were responsive to all my requests. The transition was handled extremely professionally and my practice has benefited ever since.
- In the financial planning field, you can't rest on your laurels. It's important to be on the ball and always looking for better alternatives. GP Wealth has an advisor committee through which we as advisors have a say in how the firm is run. The atmosphere is inclusive and collaborative – it's nice to be part of an organization that listens and responds.
- GP Wealth has distanced itself from other dealers by the way it treats us as individuals. I don't feel like I'm just revenue to them, and they never try to influence where I place my clients' funds. To the contrary, I'm free to be the kind of advisor I want to be, and they look for ways to support me. Our relationship is a business partnership in the best sense of the term.
- The principals at GP Wealth are former advisors, and it shows, because they're great at walking the walk, not just talking the talk. I appreciate that everyone in the company is customer-focused and has an entrepreneurial mindset. They always make an effort to provide me with the best service possible. It's been a pleasure to work with such a focused and capable team.
- I received fantastic support from GP Wealth's transition team when I moved my book over. They were fully involved in all aspects of the process — from document preparation, to follow-ups, to reconciliation of the "before" and "after" picture. Within 6 weeks, the transition was complete to the total satisfaction of my clients, and myself.
- When I first considered moving my book to GP Wealth, I was concerned about the potential for disruption to my business. However, the GP Wealth transition team quickly allayed my concerns. They knew exactly what they were doing and were responsive to all my requests. The transition was handled extremely professionally and my practice has benefited ever since.
We think our strategy is working and invite you to become a part of it.
Call Me Today!
Call Me Today!
1.800.608.7707 x34
Peter Evenson
VP Business Development
Succession Planning for Financial Advisors
Learn How to Maximize
the Value of Your Practice
One of the biggest challenges you will face as an advisor is planning and executing your business succession. There's a lot you need to know before starting your succession plan, and we cover the topic from A to Z in this complimentary eBook. You'll also learn about our Guaranteed Succession Program, which ensures the sale of your practice at a competitive price. As part of this innovative service, we'll work with you to systematize your business processes, which will increase the value of your practice, and assist in the ownership transition, so the transfer goes smoothly for all concerned — you, the buyer and your clients.
