Our systems and processes are not a fit for everyone. We recognize this and go to great lengths to ensure that both parties’ business philosophies are in alignment. We seek to establish relationships with either quality experienced producers or motivated entrepreneurial individuals. WC has two distinct training and coaching paths for the experienced transitioning advisor and to the new advisor as well.
Experienced producers that find our approach attractive are typically those that have reached a “ceiling of complexity” in their practice. Years of accumulating clients have placed them in a successful position, at least as far as the industry is concerned. Yet they are dissatisfied with perhaps the transactional nature of their business, type of clientele, profitability, self satisfaction or some combination of the above. It seems they have done what they have been taught and were supposed to have “arrived”. Sadly they know they have not arrived where they wanted to.
WC offers experienced producers wishing to transition their practice to a fee based model and work with a higher level of clientele, a specific process and coaching to do so. Our coaches have made this transition successfully themselves and work closely in helping our advisors achieve their potential. Ongoing training and education not only on the technical side, but how to effectively integrate those strategies into the financial planning process, takes place on a weekly basis.
For the person new to our industry, WC offers a system to immediately begin building a fee based practice. By starting their practice out “right” they have the opportunity to build a solid foundation and systematically move up market to higher net worth clientele thereby creating a practice that is well diversified and serves their clients to the best extent possible.
Our coaches are specifically matched with advisors that meet both the coaches’ unique abilities and the needs of the transitioning advisor. The result is that we are able to provide a process with resources that enable our advisors to move “up market”.
