Old warriors in the industry unveiled the Raya incubator

A team of veterans in the industry launched the Wealth Partners (UWP), which is present at the Ria SestGense with the support of the wealth advisor growth network (Wagn).

The UWP model is designed strategically for sale for the institutional buyer during the three years to the next five.

I within the UWP consultants focus on a comprehensive approach to customer service, which includes financial planning, wealth management, banking services, insurance, trust, real estate services, business evaluation and consulting for integration and purchases.

“The mistake most of the advisers when looking at the caliphate is that they allowed mediators to benefit from the marginal expansion created by the assembly,” said UWP administrative partner and Wagn John Phoenix.

“UWP solves this problem by allowing advisers to become the complex and achieve multiple expansion usually dedicated to brokers and institutional financiers.”

UWP provides a unique model of two steps of two steps that enable consultants to maintain the majority of their practices while obtaining the majority of the Holding Company that provides basic support and operating resources.

This structure aims to enhance the size, size and profitability of consulting companies, making it more attractive to potential institutional buyers.

UWP consultants can take advantage of the collective range and network resources, access advanced technology, compliance, accounting, strategic marketing, transitions and employment support.

Moreover, UWP allows advisers to expand their services offers to include lending, trust, real estate planning, insurance, business evaluation, and advisory services for integration and purchases.

“Most of the advisers today work at home; with UWP owns the house,” said Jay Hamel, UWP management partner and Wagn founder.

“This will be the next consecutive trend, and for these ready -made advisers to develop a plan in place, the results will be usually dedicated to private stock companies that collect the smaller store.”

“The old warriors in the industry revealed the incubators of monotheism to unify the wealth” and published it originally Banker InternationalThe brand owned by Globaldata.

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