Network Newsletter
Advisor Services 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…