Partner with us
Independent advisors, advisory companies, and new aspiring advisors have several options for partnering with Wealth Associates.
The Wealth Associates Group invests in existing independent advisory firms or purchases acquires a customer base from an advisor, who then joins one of the group’s subsidiary firms and continues to serve the clients. From time to time, the group will acquire an advisor’s business when they are leaving the sector or emigrating. Furthermore, the group is constantly extending its internship efforts, which provides a platform for young advisors to join, gain experience, and benefit from senior advisor mentorship.
The Wealth Associates partnering strategy focuses on a thorough selection and due diligence process to ensure value and culturally appropriate acquisitions, the formation of inter-dependent subsidiaries to retain the principles’ entrepreneurial drive, and the practice of incentivising subsidiary principles to achieve common alignment and strong commitment levels.
Partnering Value Proposition
Business development and support
Internal IT systems and solutions, compliance, accounting, human resources, commission management, and auditing, as well as business and operational support to help the organisation expand, are all accessible. For you and your business, succession and retirement plans will be developed and secured, and all advising principles will be strongly incentivised to ensure common alignment and commitment.
Products, pricing, and service
Partners will have access to the use of Group-developed, client-focused tools, models, and solutions. Access to niche products developed and negotiated by the Group, as well as the best rates, service levels, and channels. A unique service offering to better serve clients while growing the entire business.
Marketing and Branding
Partners will benefit from Group marketing and branding initiatives, online and social media-based visibility, professional client and staff events, as well as access to an aspirational, developing client brand.
The subsidiary principle will continue to manage and build the business on behalf of the Group in an interdependent manner, keeping the principles’ entrepreneurial drive while working as part of and in collaboration with the collective Group.
Belong, learn, and share
All Partners and advisors will get to experience a culture that promotes collaboration, creativity, leverage, and objectivity. They will be a part of a select group of like-minded individuals while enjoying industry influence. They will take part in and contribute to think-tank sessions, conferences, and Executive committees throughout the year, all while having a lot of fun.
To find out more, please contact Marc du Plooy, 082 801 8328 or email@example.com.