Network Newsletter
Navigating the Shifting M&A Landscape
The M&A market witnessed a slowdown during 2023 attributed to rising interest rates and tighter debt markets, prompting private equity firms to target smaller acquisitions in the lower middle market.…
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Turning Your Vision Into Reality: Practical Tips to Goal Setting and Getting Results
It’s widely recognized that establishing strategic priorities and actively pursuing them is essential for a thriving practice. In our recent discussions with advisors in late Q4 2023/early Q1 2024, many…
Unlocking Tax Opportunities: How Proactive Tax Advice Can Help Propel Your Clients’ Growth
By Jason Zanderson, Director of Specialty Tax Discovering and leveraging untapped tax opportunities can be a game changer for businesses and individuals seeking to optimize their financial strategies and fuel…
The Power of Stories
By Mark Harris, Vice President of Strategy As advisors, we spend a lot of time thinking about and perfecting our story. The story of how we started our firm, how…
Case Study: Helping Clients Sell a Business
When you have a client who wants to sell their business, they face unknown factors that can impact the value they receive on the sale. Having a trusted partner on their…
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Case Study: Securing More Assets From Clients
Do you oversee assets for clients who also have wealth being managed elsewhere? Using Mariner’s proposal-generation service, we can help you gain a clear understanding of a client’s personal situation…
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Specialty Tax Team Educates Prospect on Cost Segregation
Prospect Need: A referral prospect needed assistance with a concentrated stock position and was seeking to build a rental real estate portfolio. He didn’t fully understand cost segregation and wasn’t…
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How to Serve Your Clients in New, Innovative Ways
Understanding the motivation driving your clients’ goals can uncover growth opportunities for both them and you. If you’ve been meeting with clients the same way for a while now, maybe…
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Helping Clients Plan for a Meaningful Retirement
Helping clients plan for retirement is foundational to all other planning. Your clients are seeking your advice as to whether they’ll have enough to live comfortably and leave a legacy…
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Strategies for Deepening Client Relationships
In this third of a three-part series, our practice management team shares strategies for how to further nurture your relationship with clients. What are some key tactics you can use…
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Mastering Tasks and Gaining Control of Your Time
As a business owner, it’s crucial for you to prioritize tasks to give you more time to spend with clients and to advance your practice. Here’s a simple approach to…
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Benefit of Having a Client Transfer From One Insurance Policy to Another
The insurance team is working with a client who purchased a whole life policy from a quality insurance company when he was 45 years old. The face value at purchase was…
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How to Demonstrate Your Value to Clients
In this second of a three-part series, our practice management team shares strategies for demonstrating your value to clients. You’ve worked hard to develop a connection with your clients. What…
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Mariner Trust Administers Family Trust Serving as an Advocate for the Family
Client Need A couple in their early 70s with a $2 million portfolio were finalizing their estate plan with the goal of creating a legacy to benefit multiple generations. Our…
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How Do-It-Yourself Investors Can Become Clients
Historically, financial advisors have tended to think of clients in two broad categories: do-it-yourselfers (DIY) and delegators. Before you write off the DIY types, think about how they could become…
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Combining a Cash Balance Plan With a 401(k) Offers Significant Tax Deferral for Clients
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)…
How to Differentiate Your Practice From Digital Advice Models
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…
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Do You Have a Succession Plan?
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,…
Advisor Solutions Spotlight: Success Stories From Our Tax Team
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…
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Business Consulting and Transition Team Announces New Opportunities for Lending Solutions
Financing an acquisition can be a significant hurdle for many advisors, particularly those who are seeking to acquire larger firms. Fortunately, Mariner Advisor Network now has several lending solutions available…
Struggling to Add Value: When Your Ideal Client Seems a Little Too Ideal
An advisor was struggling to add value to a client’s financial proposal and reached out to our financial planning team to see if they could assist. On paper, the client…
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Attempted K-Pop Fraud Costs Client Almost $500,000
An advisor reported that his senior client requested a $500,000 withdrawal to loan to a friend. When the advisor asked his client for additional information, she replied that the friend…
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Transformational Advisory Group and the Drive Behind Growth
Wesley Burns, CFP, CLU, president and lead advisor at Transformational Advisory Group, connected with our business consulting team’s director of advisor engagement, Stephanie Roberts, to discuss TAG’s recent acquisition. Wes…
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Detecting Client Exploitation: A Case Study
Our compliance team is a group of highly experienced professionals with years of experience supporting advisors, their staff and clients. As a Network advisor, your compliance supervisor is a one-stop…
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Preparing for a Windfall
Financial planning is one of the advisory services we offer at The Network. Whether you are looking for guidance with a complicated strategy or want to expand the service offerings…