RIA participating in TDA's Advisor Direct referral program looking for an experienced financial advisor who:
1. Has hit a point in his growth curve where administration is inhibiting further growth.
2. Has the desire for equity ownership.
3. Has the desire for a great collaborative work environment.
4. Needs a turnkey marketing opportunity to blast through to $100m AUM.
- rom your family based on pre-arranged terms.
- Professional relationships. As a larger firm, WorthPointe has robust relationships with the three major custodians— Schwab, Fidelity and TD Ameritrade—as well as DFA.
- Support. Receive paraplanning, portfolio management, compliance, and administrative support (accounting, legal, tax, bookkeeping, cash management and HR) so you can focus on existing and new clients.
- Bigger business. You’ll win bigger business as a part of a larger firm. Big clients want depth on your bench and someone behind you if something happens to you.
- New business development. Branding and marketing are taken care of at the firm level by professionals in those disciplines.
- Partner status. All advisors are “partners” in the firm; you receive full value for the clients you bring to WorthPoint.
- Equity arbitrage. Your business has greater value simply because your cash flow is part of a larger, more process- oriented and stable enterprise.
- Trust services. As a shareholder in a federally chartered, advisor-owned trust company, you have trust services at your disposal.
- Exit strategy. Whether you wish to move on now or in 5, 10, or 20 years—or die with your boots on—WorthPointe has a solution for you.