How was the move to WPA?
Our partners share thier expericences, explain the process and walk you though thier journey 6-12 months after joining the team. These candid, unscripted videos represent thier opinions of the preparedness and support you can expect when joining the team.
Click on an image below to listen to thier stories.
Mandy discusses her experience and interest in help other female advisors join WPA
Brittany discusses her experience moving a 401k practice to WPA
John Garcia Discusses his experience moving over 250 clients in 4 months
Garry recounts his experience moving retail and 401k clients
Celebrate our Joins!
These videos represent the true perceptions and responses from the person in the video. Answers are unscripted and represent the actual perception of the transition experience from each advisor or associate. These videos are meant to define and attest to the support received from Wealth Partners Alliance during and after transition. Comments do not represent a guaranty of any type that a transition will run without challenges, but each advisor is sharing his or her opinion without compensation and only with intention to assist other professionals on a similar investigation or journey. Every transition and every firm presents its' own unique set of variables. Wealth Partners Alliance places a great amount of energy into the transition process and makes every effort to assure a smooth and successful transition to independence, but cannot guarantee results.
Wealth Partners Alliance, LLC (“WPA”) is an independent wealth management organization founded by Financial Advisors and built for Financial Advisors to leverage technology, resources, and strategic partnerships in order to help deliver quality client service and financial outcomes.
As an independent practice, we provide Financial Advisors with quality wealth platform and practice management tools to deliver optimal results and experiences.
WPA has set out to develop a business framework for Advisors to distinguish themselves through independent thinking, transparency, and discretion on behalf of their clients.
Founded by like-minded Financial Advisors with over 100 years combined experience at some of the world’s largest banks and wealth management firms, the Founding Partners agree that each client relationship is unique to the Advisor and forged with shared core values of trust and compassion.
WPA was created on the premise that successful Advisors are those that have the necessary tools, resources and networks at their disposal to diagnose and solve for client’s complex and challenging needs.
Our value proposition is to provide that of an enhanced culture and a holistic wealth management company led by Advisors on behalf of Advisors, allowing them to do their job independently through a network of shared resources.
For more information on joining out team please reach out to us at: WPA@wealthpartnersalliance.com