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We educate our advisors on behavioral finance applications through our partnership with Jay Mooreland, MS, CFP®, Founder of the Behavioral Finance Network. Because of this partnership we are able to provide exclusive pricing to our advisors allowing them to set themselves apart with this invaluable service for their clients.
Please view this month's video for three timely lessons that can help us become better investors going forward.
At Financial Partners Group, we believe that Team Selling is the key to taking a successful practice to the next level. Our process is robust but starts with the basics. The first step is recognizing opportunities.
A few of the questions we ask to our advisors before they form a team include:
Financial Partners Group believes in supporting our advisors from the beginning of their career with us to the end. We want to make sure our advisors feel that their practice is in good hands when they choose to retire. Jamie, Price, President and CEO of Advisor group talks about how we do just that.
“We’re essentially the facilitator in the middle helping them knock down the issues as it relates to finance, structuring, finding the right partner, what do they need to think about, how would they transition a book over, what period of time would they want to do it, etc,” says Jamie Price.