JOIN OUR TEAM
Because being independent does not have to mean being alone.
Acera Wealth Management offers financial advisors a franchise opportunity that allows them to step into a turnkey brand with complete social media presence, marketing, standard operating procedures, and transition support. Instead of worrying about creating your own company and brand, and having it all compliance approved; advisors can then focus on what matters most, their clients.
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Transition support
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Access to pre-approved DBA and marketing material library and ordering system
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Access to Aspect Financial’s Premier Customer Service 360 team
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Compliance services and support in preparation for branch audits
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Training for office administrators
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Access to support of Aspect Financial's administrative staff
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Training on products, wholesalers, and processes.
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Peer support in many areas including LPL processes, products, insurance, and financial planning
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Vacation phone coverage for advisors and in some cases office administrators.
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Aspect Financial email, client database management systems, website, and Facebook pages
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Opportunity to create teams for larger cases
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Support with succession planning of your firm
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Regular firm meetings to help advisors leverage ideas and best practices
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Social Media system that allows you to easily and effectively create a personal presence.
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Potential opportunity to purchase books of business through our firms succession planning effort which offers succession support to retiring advisors.
