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.