Vantaggi
After 8 years with a large life insurance company focused on proprietary product sales, I was looking for a partner that would support my vision to develop a multi-family office providing my clients with comprehensive financial planning services. I partnered with WCG in 2012 after meeting and interviewing a number of potential partners large and small. What ultimately drew me to WCG was not only their dedication to helping me realize my vision of my ideal practice but their honesty. In an industry where the majority of companies embrace the “growth by attrition” mentality, meeting a group of professionals who are focused on the success of their advisors rather than product sales was a breath of fresh air. And they have always remained true to their word. Since joining WCG in 2012, they have helped me go from solo-practitioner renting a small office to a practice with 3 advisors and 3 support staff. And along the way they provided support for everything from company branding, marketing initiatives, training our new advisors, and even guiding us on the acquisition of two local firms. WCG is dedicated to making your vision of your ideal practice become a reality.
Svantaggi
There really aren't any. They have supported my vision since the very start.