Support For AdvisorsROBUST SUPPORT TO RUN And Grow YOUR Business
With dedicated, ongoing support from an experienced operations team, you can spend more time growing your wealth management practice and less time running it.
Maximize the Power of the Platform
Once you join Mariner Platform Solutions, you’ll have dedicated support across all business functions to help you maximize the power of the platform and to help ensure your business operations run smoothly. We provide a dedicated relationship manager to work with you to discuss your goals, help you maximize platform resources and leverage the best practices of top-ranked* Mariner Wealth. Plus, you can collaborate with other advisors in the network to share what’s working for you and put best practices to work.
Our practice management team provides tools and specialized knowledge to help you enhance the client experience.
- Be part of a community where you can network and learn best practices from peers, receive advisor education and access our Advisor Toolkit.
- Work with our practice management consultants to implement a strategic growth plan.
The platform offers support across business functions including operations, billing, compliance, marketing, IT, trade execution and custodian relationship support.
Access to professionally managed model portfolios across the risk spectrum with various themes (passive, factor-based, dividend, active/passive), as well as equity, fixed income, options, direct indexing SMAs and private investments to construct diversified client portfolios.
For advisors looking for greater comprehensive investment management services, we offer the option add on scalable, flexible investment services and client service support.*
Our platform includes services such as email, Office 365 business applications, domain services, cloud content management, cybersecurity and policy oversight, plus other items such as computers, printers, phones and miscellaneous equipment can be added.
PROPOSAL GENERATION AND FINANCIAL PLAN CREATION
Our team of financial professionals helps advisors by creating comprehensive prospect proposals and detailed financial plans, which gives advisors more time to spend with clients.
These resources help advisors close more prospects and deliver a better offering to clients by providing unique client-centric deliverables designed to enhance the client experience and easily showcase the advisor’s value add.
From brand identity, to a digital footprint, to collateral and more, the goal of our marketing team is to set up your firm for success.
Marketing will help you build your brand, which enhances your enterprise value, so you can better retain and attract clients and grow your business.
Our team supports the legal and regulatory areas of compliance including testing, associate education and risk management, integrations and licensing and registration.
Business Coaching for Financial Advisors
Our relationship management professionals are your go-to resource for everything Mariner Platform Solutions provides you.
Our relationship management professionals support our community of advisors by sharing best practices through ongoing interactions as well as one-on-one consulting to help advisors accomplish their goals.
Financial Planning Technology
A technology stack hand-selected to optimize every aspect of your practice. Selecting the right tech suite could make or break your business. We’ve done the work so you don’t have to.
We always stress, it’s one thing to have the technology but it’s another thing to leverage it effectively. We have the resources to help you do just that.
Support to Transition Your Business
As an independent advisor partnered with Mariner Platform Solutions, you’ll be surrounded by resources and support to transition your business and to help mitigate any disruption.
If you’re leaving a firm to start a new one or are ready to scale the business you have, we offer support in advance of joining Mariner Platform Solutions.
Are you ready to start a conversation?
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