Businessmen

JOIN OUR TEAM

JOIN OUR TEAM

Because being independent does not have to mean being alone.

 

Acera Wealth Management offers financial advisors a franchise opportunity that allows them to step into a turnkey brand with complete social media presence, marketing, standard operating procedures, and transition support.  Instead of worrying about creating your own company and brand, and having it all compliance approved; advisors can then focus on what matters most, their clients. 

 

  • Transition support

  • Access to pre-approved DBA and marketing material library and ordering system

  • Access to Aspect Financial’s Premier Customer Service 360 team

  • Compliance services and support in preparation for branch audits

  • Training for office administrators

  • Access to support of Aspect Financial's administrative staff

  • Training on products, wholesalers, and processes.

  • Peer support in many areas including LPL processes, products, insurance, and financial planning

  • Vacation phone coverage for advisors and in some cases office administrators.

  • Aspect Financial email, client database management systems, website, and Facebook pages

  • Opportunity to create teams for larger cases

  • Support with succession planning of your firm

  • Regular firm meetings to help advisors leverage ideas and best practices

  • Social Media system that allows you to easily and effectively create a personal presence.

  • Potential opportunity to purchase books of business through our firms succession planning effort which offers succession support to retiring advisors.

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

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