Sellers who shown interest
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.
Locations
Company Videos
Acquisition Model
Full Acquisition
Direct Rollover Equity
Yes
Max Cash: 80%
Max Equity: 20%
Standard retention terms are 25% held for a period of time.
The share of ongoing economics will be a resettable salary structure linked to a percentage of gross revenue.
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.
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.
World Investment Advisors can help partners with practice management if they desire support.
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 receive valuable insights and best practices while utilizing World's smart financial solutions and the expertise of a dedicated team of support specialists at the home office. Client's 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 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 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.
AUM Growth
.png)
.png)
