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Wealth Advisor Growth Network

Wealth Advisor Growth Network

Increasing firm's growth and profitability

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How Can You Benefit From being a WAGN Hub?

Over the next ten years, WAGN will identify and build a network of “HUB” firms throughout the United States. These firms will be WAGN affiliated, will operate similarly and will have access to our specialty services.

Our hubs will be unique in their efficiency, client experience and service menu. They will be a perfect landing spot for smaller, exiting RIAs and smaller breakaways who wish to avoid pursuing other supposed “opportunities” that promise independence yet the advisor is not truly independent.

WAGN will provide direct growth support through:

  • Lead generation programs
  • Inorganic support with the identification of potential acquisition and recruiting targets
  • Capital
  • Deal expertise

Hubs will either have WAGN as a minority owner or will have a revenue share relationship that will ensure that there’s an aligned interest to grow the firm significantly by all partners involved.

WAGN will be a true partner and unlike many aggregators and consultants who make promises on the front-end, but provide very little ongoing value to the advisor, we will provide both on-going operational and growth support.

Our HUB firms will also benefit from a deep relationship with the other HUB firms for enhanced competitive intelligence, support in the management of their business, and training support to their employees on key industry issues.

Contact

For further information email us at info@wagn.biz or complete the form below:

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Wealth Advisor Growth Network

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1125 17th Street, Suite 720
Denver, CO 80202

  (513) 295-6777
  info@wagn.biz

News Categories

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  • Podcast: The Deep Dive
  • The Advisor Growth Series

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