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For Advisors Only
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In today’s financial climate, even an advisor who is with a large firm and who produces a high level of revenue is experiencing growing pressure to generate ever-increasing levels of revenue. There was a time when the lower payout and higher pressure of big firms could be justified by their name recognition and vast resources. However, after the recent financial crisis, the name recognition of many large firms is not necessarily a positive factor. And now, thanks to technological advances, it is possible for an independent advisor to replicate and in many cases surpass the resources available at large firms. Wealth Management Associates, Inc. (WMA) is a group of highly experienced advisors who work in a low-pressure environment. They enjoy being able to provide their clients with a high level of personal service, completely objective advice, state-of-the-art resources and low cost, while earning significantly higher income for themselves. Our advisors benefit from: A Large, Established Office – Wealth Management Associates, Inc. began operations in 1999 and since that time has grown to ten advisors with a combined 184 years of industry experience. It is a dynamic environment with an active exchange of information and ideas. It is also a supportive environment—one of mutual support and encouragement. Our size gives us strength during difficult times. We also enjoy great economies of scale that allow each advisor and his or her clients to benefit from low overhead costs. Complete Independence – Each of our advisors is an independent contractor. He or she makes the recommendations that are in the client’s best interest. We do not offer any “proprietary” products and do not exert any influence over the investment products that our advisors recommend other than our policy that they be appropriate for the client’s circumstances. Vast Resources – Thanks to our affiliation with Securities America, Inc., one of the largest independent broker-dealers, and National Financial Services LLC, a Fidelity Investments Company, our clearing firm, our clients have access to the state-of-the art resources that are comparable to those of any major financial services firm. We subscribe to numerous highly respected, independent research services that help us analyze client portfolios and make unbiased recommendations. Our clients who buy bonds have access to two extensive online bond inventories, ensuring a wide selection and competitive prices. We can offer many fee-based platforms depending on clients’ needs. Virtually any large firm business model can be replicated in our independent office, most likely at a lower cost, with better service and less pressure than at a large firm. Marketing Flexibility – At large firms, an advisor who wants to invest in his or her business by conducting new and existing client marketing must generate more than double his or her marketing investment in incremental revenue just to break even. At Wealth Management Associates, Inc., most of our advisors’ expenses are fixed. Advisors retain a high percentage of their incremental revenue, making it easier to break even on marketing expenditures and providing a strong incentive to invest in and build their business. Business Continuation/Succession – WMA advisors have the ability to maximize the value of the assets built over the course of their careers. Our office has many experienced advisors with whom new advisors might partner. Advisors also may hire their own junior advisor or partner to make sure clients are properly cared for in the event of an advisor’s disability or retirement. Because WMA advisors are independent, they control their own destiny. Their future plans are limited only by their own creativity. Transition Financing – If you are an advisor interested in joining WMA, it is possible that the firm can arrange transition financing to assist you with the start-up expenses and loss of income associated with establishing an independent practice. The higher payout you will enjoy over the remainder of your career, and the clear ownership of your business at the end of your career, make being an independent advisor a highly advantageous long-term financial decision. Add to that equation the ability to create a far superior experience for your clients and all the marketing opportunities that exist to build your business, and the financial benefits of becoming an independent advisor over the remainder of your career are compelling.
Contact Us For more information about the advantages WMA can provide for you and for your clients, please feel free to contact us in complete confidence. Wealth Management Associates, Inc. Managing Directors: Securities America Recruiting:
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