Referral Partner Program

OVERVIEW

Leadership

Keith Plywaczynski

Keith Plywaczynski

National Managing Director, Wealth Consulting

Ryan Graves

Ryan Graves

Senior Vice President, Referral Partner Programs

Jonathan Butters

Jonathan Butters

Senior Vice President, Business Development

Ryan Brown

Ryan Brown

Regional Vice President, North Central

Sales Team

Aaron Timmons

Aaron Timmons

Senior Wealth Consultant

Adam Paulson

Adam Paulson

Senior Wealth Consultant

Alicia Fryc

Alicia Fryc

Senior Wealth Consultant

Ben Coffaro

Ben Coffaro

Senior Wealth Consultant

Brittany Williams

Brittany Williams

Senior Wealth Consultant

Gwyn Felder

Gwyn Felder

Senior Wealth Consultant

Joe Ida

Joe Ida

Senior Wealth Consultant

 Matt Hanson

Matt Hanson

Senior Wealth Consultant

Todd McConnell

Todd McConnell

Senior Wealth Consultant

Tony Chartrey

Tony Chartrey

Senior Wealth Consultant

Jennifer Murawski

Jennifer Murawski

Wealth Consultant

Joe Madsen

Joe Madsen

Wealth Consultant

Operations

Kimber Wickman

Kimber Wickman

Manager, Business Operations

Standalone Investment Solutions

CJ Badart

CJ Badart

Senior Client Advisor

Justin Richardson

Justin Richardson

Client Advisor

Lindsay Halsey

Lindsay Halsey

Senior Client Service Associate

Kyndra Burgess

Kyndra Burgess

Senior Client Service Associate

Paige Farrington

Paige Farrington

Client Service Associate

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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
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