Referral Partner Program

OVERVIEW

 

While the business development activities are separated into two fundamental approaches, traditional and the referral partner program, each begins with knowing and being able to tell our story.

In our referral partner program, the relationship with our prospective client begins with the Fidelity or Schwab financial consultants. Like a prospective client, we focus on our story of how we can help the prospect reach their financial goals. The Mariner Wealth Advisors story also includes a detailed description of the FC and our client experience. While the overall RPP client experience is very similar to the experience found within the traditional business development model, the onset of the relationship is adapted to be more streamlined/concise so it can be easily explained by our program partners. The details for this approach are described in the RPP Sales Process.

Basic Skills

The overall skills needed for both the traditional and RPP business development include:

  1. Knowing and sharing “The Mariner Wealth Advisors story” and what make us different
  2. Becoming a center of influence (COI)
  3. Cultivating the COI relationship
  4. Sharing the Advisory Solution story
  5. Sharing relevant client success stories

Bifurcation of Duties

Why we separate business development and senior wealth advisor roles:

  • Client-First: Because of our ‘client first’ culture, the client should be an advisor’s top priority. By bifurcating duties, wealth advisors are able to focus exclusively on taking care of clients and are not distracted by developing new business.
  • Unique Abilities: Most firms are set up so that their advisors are also charged with business development. At Mariner Wealth Advisors, we believe our clients are best served when everyone on the team is utilizing their unique abilities. Often, the best advisor is not a good sales person; uniquely, a good business development officer may not be great at giving wealth advice. Our system let’s each individual focus on their strong suit.
  • Continuity: Even though the business development officer is not the advisor, they are still part of the client’s overall wealth team.

Client Experience Resources

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  • High yield bonds, also known as “Junk Bonds” are the debt instruments of companies with below investment grade credit ratings (i.e., rated below BBB- or Baa3 by an established national credit rating agency)
  • In addition to credit risk, high yield bonds also exhibit interest rate (duration) risk, liquidity risk, and reinvestment risk
  • High yield bonds typically trade at a yield “spread” over a reference security (usually a comparable maturity U.S. treasury security). This spread is considered an investor’s compensation for the additional credit risk and additional price volatility
  • Relative spread levels are often considered an indication of the market’s outlook for credit and of the relative attraction of high yield debt
Leadership
 

Kevin Duggan
Managing Director, Wealth Consulting

Ryan Graves
Senior Vice President, Strategic Referral Programs

Jonathan Butters
Senior Vice President, Business Development

 

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SALES
 

Ryan Brown
Regional Vice President

Brittany Williams
Regional Business Development Manager

Adam Paulson
Regional Business Development Manager

Aaron Timmons
Senior Wealth Consultant

 

 

Alicia Fryc
Senior Wealth Consultant

Ben Coffaro
Senior Wealth Consultant

Christopher Schwartz
Senior Wealth Consultant

Gwyn Felder
Senior Wealth Consultant

 

 

Joe Ida
Senior Wealth Consultant

Mike Tallon
Senior Wealth Consultant

Todd McConnell
Senior Wealth Consultant

Virgil Wimberly
Senior Wealth Consultant

 

 

Aubree Pixley
 Wealth Consultant

Joe Madsen
Wealth Consultant

Jennifer Murawski
Wealth Consultant

Michelle Freres
Wealth Consultant

 

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  • High yield bonds, also known as “Junk Bonds” are the debt instruments of companies with below investment grade credit ratings (i.e., rated below BBB- or Baa3 by an established national credit rating agency)
  • In addition to credit risk, high yield bonds also exhibit interest rate (duration) risk, liquidity risk, and reinvestment risk
  • High yield bonds typically trade at a yield “spread” over a reference security (usually a comparable maturity U.S. treasury security). This spread is considered an investor’s compensation for the additional credit risk and additional price volatility
  • Relative spread levels are often considered an indication of the market’s outlook for credit and of the relative attraction of high yield debt
Operations
 

Kimber Wickman
Manager, Business Operations

Paige Farrington
Business Operations Associate

 

 

 

 

 

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STANDALONE INVESTMENT SOLUTIONS
 

Justin Richardson
Senior Client Advisor

Kyndra Burgess
Manager, Business Operations

Mindy Proffitt
Client Service Associate

Angela Proffitt
Client Service Associate

 

 

Ashleigh Hamblin
Client Service Associate