Company Details
At World Investment Advisors, they serve as your financial advocate. They take the time to understand your goals for yourself and your family. Built on a foundation of trust, maintaining a strong relationship with you is paramount to them. Through their client-centric approach, they prioritize your interests and tailor strategies to guide you through your financial journey. Their seasoned advisors assist in clarifying and prioritizing your financial goals, designing a path to achieve them, and serving as a resource and advocate through major decisions and milestones. They are committed to being there every step of the way, whether you encounter expected or unexpected life changes.
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Acquisition Model
Max Cash: 80%
Max Equity: 20%
Standard retention terms are 25% held for a period of time.
Mandatory Points of Alignment
All operations will be centralized for partners; however, they have the option to continue using their existing technology stack if they prefer.
Advisors will have autonomy over their calendars.
World Investment Advisors will maintain a segregated P&L, collaborating with advisors on financial decisions.
World Investment Partner's has a client experience that is highly encouraged, but not required to adopt.
Advisors are permitted to continue to manage and trade their own models.
Advisor Value Proposition
When an advisor joins the World Investment Advisors family, they become part of a powerful network of successful fiduciary financial advisors. World Investment Advisors' unique collaborative culture and niche industry specialists offer the potential for enhanced results for both advisors and their clients.
Financial advisors share insights and best practices while leveraging World Investment Advisor's smart financial solutions and their home office team of support specialists. Advisor's clients get a personalized experience from a local fiduciary financial advisor backed by the strength and resources of a national firm, the best of both worlds.
Leveraging the comprehensive tech stack of financial solutions World Investment Advisors allows their advisors to service clients efficiently, streamline onboarding, and reach 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 Advisor's help advisors grow organically through cross-selling, corporate-level lead generation systems, and comprehensive sales enablement.
AUM Growth
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