Partnering With Your Mental Wealth Advisors

We are looking to add experienced financial planning partners to our team! We are interested in speaking to Financial Planners who are looking for help in these areas:

• Succession planning
• Gaining operational and technology efficiencies
• Growing or sustaining growth of their practice
• Compliance and regulatory environment

Planners who:

Are excited about introducing behavioral finance and financial psychology into their practice, resulting in stronger and more resilient Client relations. Planners who want to help their Clients understand their financial psychology money and will assist them through the transformation of their financial lives.

Are excited about joining an existing team

• Want to educate and coach Clients
• Are looking to have a back office support team to service their Clients’ accounts, create investment proposals and assist with data entry
• We offer a complete suite of technology and back office support to allow planners to focus on their Clients

Our support includes:

• Ongoing Collaboration with the extensive experience of the YMW Advisors Team
• Succession Plan
• Operational Support (Proposal Generation, Account Opening, Money Movement, Fee Processing, Data input)
• Compliance
• Client Relationship Management Software
• Portfolio Accounting & Performance Reporting
• Investment Management
• Marketing & Branding
• Ongoing Education and the introduction to Financial Psychology and Behavioral Finance Practices
• Ongoing Coaching and Support

We believe we are best suited to help financial planning practices who are:

• 1-5 employees
• $20MM-$150MM AUM
• Fee Only or moving in that direction
• Financial Planning focused
• View asset management as a tool to help Clients reach their financial goals

If this sounds like you, we would welcome the opportunity to learn more about your business and review how joining Your Mental Wealth Advisors may benefit your business and your Clients.

Please contact us at 866-520-4985 ext 105.