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Company Details
At World Investment Advisors ("World"), the team serves as clients' financial advocates, taking the time to understand their goals for both themselves and their families. Built on a foundation of trust, maintaining a strong relationship with clients is paramount. Through a client-centric approach, the company prioritizes their interests and tailors strategies to guide them through their financial journey. The seasoned advisors at World help clarify and prioritize financial goals, design a path to achieve them, and serve as a resource and advocate through major decisions and milestones. World is committed to being there every step of the way, whether clients encounter expected or unexpected life changes.
World Investment Advisors positions itself in the retail market as a comprehensive financial advocate dedicated to personalized wealth management and financial planning services. World's approach emphasizes building strong, trust-based relationships with clients, ensuring that individual goals and aspirations remain central to their financial strategies.
Key Aspects of Their Market Positioning:
- Client-Centric Approach: World Investment Advisors prioritizes understanding clients' personal and family aspirations, tailoring strategies to guide them through their financial journeys.
- Personalization & Customization: Recognizing the uniqueness of each client, World offers customized financial plans rather than generic solutions, providing a holistic financial planning experience.
- Teamwork & Experience: Clients benefit from a local independent advisor backed by a national powerhouse team, combining personalized service with the resources of a national firm.
- Trust & Independence: As an independent firm, World commits to transparent and straightforward fees, acting as fiduciaries who prioritize clients' interests.
- Technology & Automation: Leveraging cutting-edge technology, World provides tools like secure cloud-based personal financial vaults and electronic onboarding to simplify clients' financial management.
By focusing on these principles, World Investment Advisors aims to offer clients a boutique experience enriched by the strength and resources of a national firm, ensuring personalized and effective financial solutions.
World Investment Advisors' financial planning philosophy is centered on a comprehensive, structured approach that helps clients evaluate their current financial position, identify gaps, and implement tailored strategies to achieve their long-term goals. The process begins with a thorough assessment of existing assets, including investments, accounts, and real estate. A gap analysis is then conducted to determine financial needs, such as managing cash flow, optimizing asset allocation, and implementing tax strategies. Once financial needs are identified, clients receive detailed recommendations through a comprehensive written report, supported by a private financial portal and personalized wealth management goal tracking. World Investment Advisors then activates the plan by implementing strategies in asset allocation, estate planning, and tax optimization. To promote long-term success, the firm continuously monitors financial plans, using performance thresholds, automated alerts, and periodic evaluations to optimize outcomes. Ultimately, this structured approach helps clients confidently project and achieve their financial goals, whether for education, retirement, family planning, or real estate investments.
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Acquisition Model
Full Acquisition
Yes. For further information, please contact Alaris.
Yes
For further information, please contact Alaris.
For further information, please contact Alaris.
Mandatory Points of Alignment
The firm permits partners to co-brand for up to one year.
All operations will be centralized for partners; however, they have the option to continue using their existing technology stack if they prefer.
World Investment Advisors will maintain a segregated P&L, collaborating with advisors on financial decisions.
World Investment Advisors has a client experience that is highly encouraged, but not required to adopt.
World Investment Advisors can help partners with practice management if they desire support.
Advisors are permitted to continue to manage and trade their models.
Advisor Value Proposition
World Investment Advisors encourages financial advisors to join their network through acquisition by highlighting several key benefits:
- Flexible Deal Structure: They offer industry-leading asset and revenue-based acquisition multiples, allowing advisors to maintain ownership of their business.
- Growth Acceleration Potential: Advisors can achieve organic growth through cross-selling opportunities, corporate-level lead generation systems, and comprehensive sales enablement.
- Merging Health, Wealth, and Retirement: By providing financial solutions across all aspects of a client's life, advisors can expand their service offerings and strengthen client relationships.
- Holistic Advisor Offering: Their hybrid (BD/RIA) platform is designed by advisors for advisors, with support, compliance, and accounting teams that understand the business.
- Comprehensive Client Offering: Diversifying sub-business verticals within the financial services space allows for a broader range of solutions for advisors and clients.
- Premier Technology: Utilizing their comprehensive tech stack enables advisors to service clients efficiently, streamline onboarding, and reach more prospects.
By joining World Investment Advisors, advisors become part of a dynamic entrepreneurial family that supports personal and organizational growth, enabling them to expand their business, deepen client relationships, and attract top local talent.
Financial advisors receive valuable insights and best practices while utilizing the World's smart financial solutions and the expertise of a dedicated team of support specialists at the home office. Clients benefit from a personalized experience with a local fiduciary advisor, all while being supported by the strength and resources of a national firm—offering the best of both worlds.
By leveraging the World's comprehensive tech stack of financial solutions, advisors can efficiently serve clients, streamline the onboarding process, and expand their reach to more prospects.
Beyond financial planning and investment management services, World Investment Advisors offers college financial planning, strategic tax planning, risk management, asset protection, and estate planning and trusts. World Investment Advisors offers a comprehensive suite of services tailored to meet the diverse needs of individuals and employers.
For Individuals:
- Wealth Management and Financial Planning: World's wealth advisors design risk-adjusted portfolios aimed at helping clients achieve their long-term financial goals, regardless of their life stage.
For Employers:
- Retirement Plan Consulting: World's retirement plan consultants collaborate with employers to develop and maintain quality retirement plans that align with business objectives and employee needs. Their services focus on mitigating costs and risks while reducing administrative workloads.
World Investment Advisors emphasizes the importance of combining extensive resources with client-first, personal relationships, striving to offer clients the best of both worlds in financial services.
World Investment Advisor's help advisors grow organically through cross-selling, corporate-level lead generation systems, and comprehensive sales enablement.
World Investment Advisors provides support to partners in defining and managing their local offices to align with specific KPIs.
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