Partnerships With Independent Advisors
We understand the unique challenges – and opportunities – of running a successful advisory firm. Being an independent financial advisor affords you a lot of freedom, but it also means you wear the many hats of being a business owner. From human resources and tech support to marketing and operations, your time and attention easily can be distracted from what matters most: meeting with clients and attracting new ones. So, we serve as an advisor to advisors – offering solutions to streamline and effectively grow your practice with all the direction, support, and resources of a larger team.
MRK Financial Solutions has formed strategic partnerships with independent advisors across the country to:
- Provide training & best practices in financial planning & client service
- Consult on business operations & company policies
- Identify & hire key team roles
- Create strategic plans for marketing & business development
- Cultivate community & industry partnerships
- Manage mergers & acquisitions from deal negotiations & due diligence through purchase agreements & transitions
- Or, create a succession plan for the future of your business
Check out our directory for a list of advisors we partner with today.
If you’re interested in MRK consulting on how to run, grow, and evolve your advisory firm, complete the form below so we can get to know each other.