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
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.