If you’re a successful financial advisor who intends to retire in 3-5 years, Moore Wealth can work with you to develop a succession plan that will allow you to retire with confidence. At Moore Wealth, our succession process will allow you to make a smooth and profitable transition into retirement knowing that your clients will be well taken care of. You’ve spent your career planning for your clients’ retirement – let us help you plan for yours.
Your Path to Independence
If you’re a financial advisor feeling bogged down by your current broker dealer or back office, Moore Wealth is growing! We are looking for successful, driven financial advisors and advisory teams who want to expand their careers by joining an established, independent firm. More freedom, increased payouts, and the autonomy to run your book how you want, are among the benefits that we can offer advisors interested in a move to the independent space. Moore Wealth has the infrastructure and business management processes to support your growth, so you can focus on what you truly care about.
Take the Guesswork Out of Your Future
You want to retire or step back and sell your business in the next three to five years, and the idea of “retirement” might feel more fraught than freeing. At Moore Wealth, we understand the time and effort it took to build a successful firm, and the questions that arise as you contemplate your succession and transition plan. When you partner with Moore Wealth, you can count on a clear procedure to easily integrate you and your clients into our firm, with little or no disruption in service. Whether you want to transition out of your business entirely, or you don’t want the hassle of running the day-to-day, you have a place with us.
Here’s How You Confidentially Explore Your Options
1. Schedule a Conversation
Ensure you’re joining an organization that embodies your values and culture.
2. NDA & Financial Analysis
Next, we’ll dig into the details and considerations of the partnership.
3. Finalize the Deal
We’ll work through the terms of our agreement and develop a transition and integration plan.
Moore Wealth aims to maintain an environment in which advisors and staff can be exceptional.
We value disciplined, principled individuals who know how to put their expertise to work for clients.
We strive to work together to empower others.
We strive to educate our clients and ourselves every day.
We strive to create personalized plans with adaptable strategies for the success of our clients and of our team.
We strive to be good stewards and share our blessings with others.
We strive to honor others by serving them.
We love life, financial planning, our clients and our team! Our deep passion fuels our work and guides what we do.
At Moore Wealth, we use a collaborative approach so our advisors can focus on serving their clients and building new relationships while enjoying the support of an established and talented team. What do you enjoy most about what you do? Where do your strengths lie? At Moore Wealth, you can do what you do best, and what you enjoy most – let us handle the rest.
How Moore Wealth Supports Advisors
We believe coaching is one of the most direct and effective ways to grow as a professional. We can all grow as part of a team. With Moore Wealth, you will get the accountability, personalized goal-setting, and business development coaching you need to take your business to the next level.
A clear brand that tells a compelling story is an incredibly powerful tool for engaging your clients and expanding your business. Building a brand can be challenging, but when you join Moore Wealth you gain access to our high-impact branding as well as to our proven experience in web, print, and social media marketing.
3. Administrative Support
An excellent support team is key to scaling your business, but, unfortunately, hiring, training, and compensating quality employees can be time-consuming and costly. That’s why we provide our advisors with fully trained assistants who empower them to serve their clients.
4. Technical Support
Knowing how to leverage current technology makes your job easier and your work more efficient. We provide our advisors with a significant competitive advantage by offering the training and support they need to use software such as: Morningstar, Y Charts, MoneyGuide Pro, Holistiplan, and Riskalyze to their fullest potential.
5. Professional Office Space
A professional client meeting space designed with branding in mind and a productive office environment is essential for advisors and their clients. We believe you can save money and simplify your business by working with Moore Wealth to determine what space is best suited to your needs.
6. Transition Support
Moving away from your broker/dealer is a vital moment in the life of your business. We will help you with daily support to streamline the transition between systems and processes.