The "WPA Difference"
Redefining Advisor Transition
Lindsay Heyman (formerly UBS)
Lindsay discusses her move from UBS, her opportunities at WPA and the systems that she has helped pioneer that make a transition to WPA more predictable and successful.
Lindsey is process driven and saw a flaw in the way traditional transitions were planned. She felt that there were certain processes that could be systematized and has built a system of checklists that help prepare advisors and their teams both physically and mentally.
Learn more about Lindsay and her practice on her WPA Page:
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 superior 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