HANDOFF FROM BUSINESS DEVELOPMENT TO SENIOR WEALTH ADVISOR
Business Development Officers and Senior Wealth Advisor Roles
Client First: Because of our ‘client first’ culture, we did not want our wealth advisors to be responsible for both finding new clients and working with existing clients. Our Senior Wealth Advisors are able to focus exclusively on taking care of clients and not distracted by being tasked with developing new business. Share the name of the prospect with others to see if anyone at Mariner Wealth Advisors knows the person and can share insights.
Unique Abilities: Mariner Wealth Advisors is really unique in this way. Nearly all firms are set up so that their advisors are also charged with business development, but what we’ve found is that our clients are best served when everyone on the team does what they’re best at doing. And, our advisors are gifted at the detailed implementation of a wealth plan. So we wanted to allow them to focus on this and ensure we take great care of clients.
Continuity: Even though I (the Business Development Officer) will not be your advisor, I will still be a part of your team and will still be in touch.
