Practice Management Support for Advisors

Fiduciary Partners

We use our experience from building a firm with constant, above-industry growth to help advisors streamline their operations, increase their top and bottom-line efficiency and create a sustainable business.

Deliverables
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Practice Management Services

A Trusted Process

Our team's AUA has grown by over 30% annually over the past 10 years. We have used our experience from building an organization to support, sustain, and expand this growth to implement an industry leading practice management platform for advisors affiliated with Mersberger Financial Group. Our process starts with analyzing your existing operational processes to identify strengths and weaknesses. From there we work with your team to identify ways to mitigate the weaknesses and increase efficiency and scalability across all functions of your business. The end goal is a seamless operation where everyone knows their role, carries it out with a high degree of client satisfaction, and uses technology to create a scalable organization that can grow in alignment with the business’ value proposition. 

Deliverables

Practice Management for Advisors
  • Subject Matter Expert Consultation
  • Strategic Planning
  • Business Formation and Entity Structure
  • Acquisition (M&A) Support
  • Support in Switching Broker-Dealers
  • Client Segmentation
  • Maximizing Value Within Your Existing Book of Business
  • Brokerage Operations
  • Outsourcing, Training, and Onboarding
  • Staff Support and Development
  • Staff Recruitment Best Practices

Ready to schedule your no-cost discovery meeting?

Mersberger Financial Group
For Advisors
Asset Management
For Advisors
Financial Planning

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