Select Page

Join us

Looking for quantum growth for your advisory business?

Overwhelmed by back office paperwork?

Want real ownership of your business without broker-dealer/non-compete constraints?

Let's talk

RELENTLESS FOCUS ON BEST-IN-CLASS CLIENT SERVICE AND MARKETING

– The combination of stellar client service and purposeful marketing drive client satisfaction and client acquisition

– Our structured high-touch service model helps our advisors develop meaningful relationship with our clients

– Our multiapproach marketing strategy using a combination of client centric events, referral harvesting, educational seminars, webinars, social media, blogs have been key to our associated advisors’ growth

AUTOMATED BACK OFFICE

– Digital ACATs and ACHs which can be managed by you or the client with a few clicks

– Flexible account billing

– Paperless statements and tax reports

– Performance reporting

– Online meeting scheduler

– Streamlined screen sharing and video calls software

– Integrated CRM, marketing, business analytics, planning, compliance and investment platform

DIGITAL FINANCIAL PLANNING TOOLS

– Branded financial planning portal

– Data aggregation for all internal and external client accounts

– Net worth, cash flow, insurance, budgeting and estate planning tools

PAPERLESS ACCOUNT OPENING

– You or your clients can open and fund their investment accounts in less than 5 minutes

– 100% of accounts opened without NIGOs (Not in Good Order)

MODEL PORTFOLIOS DESIGNED TO MEET YOUR CLIENTS’ INVESTMENT NEEDS

– Automated risk profile questionnaire enables you and your clients to select a portfolio based on their investment needs

– Automatic portfolio rebalancing

– Powerful tax harvesting tools

– Fractional shares

COACHING AND SUPPORT

– The growth of an advisory practice is directly related to the team supporting the advisor

– Our investment professionals have decades of experience and work as a team to support and guide all team members when needed, from portfolio construction advice, taxes by a CPA, insurance consulting to estate planning and real estate investing

– Using a collaborative approach, we provide our advisors ongoing guidance and support across all areas of their financial advisory practice

Strategic Partnerships

 

If you are a solo financial advisor or accountant, part of a team or run an independent firm, we are open to discussing mutually beneficial working relationship arrangements with you.

 

– Outsource your investment management process, freeing up time for you to better serve your clients.

– Leverage our generational planning service models, helping you to stay more in tune with your clients’ needs

– Gain access to the latest industry technology

– Join one of the fastest growing RIAs in the country.

 

Contact us at support@mraadv.com