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Experienced professionals are standing by to support advisors in the areas of tax advice and preparation, estate planning and wealth transfer, retirement plans, risk management, business valuation and forensic accounting, and more. Offering this level of support is a differentiator for our firm, and it allows our advisors to focus on managing client relationships, with the confidence of knowing they have dedicated support to help clients navigate a wide range of challenges.Back-Office Support
How much time to you currently spend cultivating new prospects, staying up-to-date on new tax laws, estate planning issues and risk management, interviewing job candidates and solving personnel issues, ensuring your practice remains compliant, coming up with ways to market your practice? Probably a lot.
At Mariner Wealth Advisors, we support advisors in all non-core functions so they are able to spend 100% of their time helping clients achieve their financial goals. This support includes the following functions:
• Human resources
• Information technology
• ComplianceDedicated Business Development
In addition to advisory solutions and back-office support, Mariner Wealth Advisors employs a dedicated business development team. These professionals solely focus on bringing in new clients and matching them with the advisor who best meets their needs. Your ONLY job is providing advice and retaining clients.
Marty Bicknell takes a machete to Montage, Mariner Holdings and FirstPoint and carves out a $25-billion RIA and near $1 billion of capital
The Mariner Wealth CEO made a massive contrarian bet in 2009 on asset managers, cashed out fully this fall -- and knows just where he's headed
Marty Bicknell-led Shark Tank-style contest chooses to back super-ambitious RIA-automation startup, but his $25-billion RIA'll keep Orion for now
ScratchWorks picked Jacqueline Ko Matthews' InvestmentPod to improve advisor productivity by 60% but it's still just 'potential,' says Bicknell; Good potential
An RIABiz advertising exec derives hard meanings from soft comments made by big shots at MarketCounsel Summit
Post-TD Tom Bradley, post-refinanced Elliot Weissbluth, post-divorce David Bach and Ric Edelman, post-protocol Shirl Penney and post-windfall Marty Bicknell were among execs who tipped their hands and hearts about where they are headed
After Brian Hamburger scores Greg Fleming, Tom Bradley, Elliot Weissbluth and other A-list whoppers, MarketCounsel Summit fees will rise
Speakers fresh off making RIA headlines, including ex-Morgan Stanley president who is launching Rockefeller-backed RIA, will address uncomfortable issues, which sends demand up; $1,000 tickets til Monday
Five RIA principals with $60 billion of combined AUM form ScratchWorks as 'publicity stunt' and serious effort to fund fintech startups
With Fidelity Investments as sponsor, Barron's hiring the hall and Marty Bicknell cracking the whip, an RIA 'Shark Tank' will bow in Orlando