Accelerate your growth with Wealth Advisor Growth Network
We’re driven to help you build, improve and grow.
Breakaway
We empower your move to independence while also creating long term equity value.
RIA
We strive to improve client satisfaction and grow your revenue per client.
Hub
Become a WAGN affiliated firm, be a best in class organic and inorganic growth firm.
What is Wealth Advisor Growth Network?
We started WAGN based on the realization that something was missing in the independent advisor space: Growth.
We’re experts in this field because we have run firms, built firms, grown firms and definitely know how to sell to firms. Now we’re focused on helping independent advisors like you- and the best-in-class companies that serve you – accelerate your growth and realize your potential.
We know the challenges you face:
- Growing a practice
- Growing future talent
- Growing the skillsets needed to broaden revenue streams in a falling fee environment
- Entering the independent channel and selling to firms
WAGN was built by a team with more than 45-years experience in this space. We have helped hundreds of firms across the country and some of the largest RIAs, aggregators and asset managers. And we’re are on a mission to help build the best run firms in the industry, deliver faster growth to those firms, and deliver more value to their clients.
And WAGN is looking to the future as we begin the build-out a network of premier WAGN affiliated firms over the next ten years.
WAGN Guiding Principles
Independence is Key
Effectively Outsource to Grow
Growth Solves a Lot of Issues
Increasing Advisor Yield
Compete Where Others Aren’t
