Becoming an Independent Advisor | Inside Our Playbook

Marty Bicknell, CEO & President of Mariner Wealth Advisors, and Brian Leitner sit down to discuss how Marty started Mariner Wealth Advisors, trends within the wealth advisor industry and things for advisors to consider before becoming an independent advisor. The atmosphere and the perspective of the large wirehouses is mainly about the shareholder. It's mainly about driving profits, and it's not about the client. Instead, Mariner Wealth Advisors is all about putting the client first and as you think about the best way to do that, the RIA model is just simply better. It just simply allows us to approach the client experience from what is the best way to help them achieve their goals.

0:00 Intro
0:10 Advisor Trends
3:34 How Marty Helped Start Mariner Wealth Advisors
5:37 Things to Consider Before Joining an RIA
7:02 Outro

#finance #wealthadvisor #riafirm

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These videos are limited to the dissemination of general information and are not intended to be legal or investment advice. Nothing herein should be relied upon as such. The views expressed are for informational purposes only and do not take into account any individual personal, financial, or tax considerations. There is no guarantee that any claims made will come to pass.