Financial planning is one of the advisory services we offer at Mariner Advisor Network. Whether you are looking for guidance with a complicated strategy or want to expand the service offerings you provide to your clients, our experienced team is here for you. Reach out to learn more. As part of our mission, we encourage […]
Our team of tax professionals can help you and your clients with tax planning and preparation needs. We offer a range of services, including tax compliance and multi-state strategies, to help minimize your clients’ tax burden, optimize income, manage charitable giving and more. Below are a few examples of recent success stories from our tax […]
The retirement plan services team was recently brought in by an advisor to help a business owner defer as much in taxes as possible. He (68) and his wife (64) own a real estate development company and make around $500,000 a year. We explained the benefits of a 401(k) working in conjunction with a cash […]
In the first of a three-part series, our practice management team shares strategies for standing out in a “sea of sameness” when offering financial advice. Part one gives you an overview of how human advice gives you a natural edge as a wealth advisor over digital platforms where clients tend to be self-directed. In addition […]
You’ve Planned for Your Clients’ Future—What About Your Own? Do you fall into the 25% of advisors without a formal succession plan?1 If so, and you’re age 50 or older, you might want to start planning to create business continuity for your associates and clients. There are 100,000 advisors today controlling $10 trillion in client […]