MRA Advisor Platform / Strategic Partners

Strategic Partners.Stronger Client Connections.

For CPAs, attorneys and other strategic business professionals who earn client trust before an advisory relationship begins.

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Strategic Partnership

A trusted introduction can open a more complete financial conversation.

Approved strategic partners may be compensated for referrals where permitted under the applicable arrangement and law. The appropriate role, compensation terms and support structure are determined through MRA’s compliance and affiliation process.

Create trusted introductions to a broader wealth-management relationship.
Explore approved solicitor or promoter arrangements where permitted.
Connect clients to planning, investments, taxes, protection and business services.

Partnership Options

More ways to create value for the clients you already serve.

Every partnership begins with the client relationship. MRA can help strategic partners extend their service model without requiring them to build an investment-management operation alone.

Investment Management Support

Broaden the solutions available to clients with access to U.S. investment management capabilities, portfolio oversight and a planning-led perspective.

A More Complete Client Conversation

Introduce clients to coordinated planning around investments, retirement, taxes, risk management, estate needs and business decisions.

Flexible Implementation

Explore appropriate custody and account implementation options through MRA’s available relationships, based on client needs and service availability.

Shared Growth Opportunities

Where permitted and approved, referral and promoter arrangements may provide a transparent compensation structure for qualified strategic partners.

Less Operational Burden

Let MRA provide investment and wealth-management resources so you can stay focused on your professional relationship and the needs of your clients.

A Confidential First Step

Let’s discuss the strategic-partner opportunity.

Schedule a Confidential Conversation →

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