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CRAFTING BETTER OPTIONS -
What Consultants Want to know

FINELY CRAFTED SOLUTIONS -
Why Consultants Choose SPIRE

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Become a Spire Consultant

Joining Spire Investment Partners is a simple and relatively painless process. We want to make sure the recruitment and transition impact your business as little as possible. We not only assist you through the transition process but also meet with you to discuss and follow up on practice management issues.

To learn more, contact us and request an information kit!

 

The Transition Process

Unlike other Broker/Dealers, Spire assists in the transplanting of your business from your current location before you even sign the contract. During the recruiting process, you will be introduced to a transition specialist who works with Spire's compliance, marketing and operations teams to make this process and period as pain-free as possible. They also familiarize themselves with your business so any unique concerns can be properly addressed and planned for during the actual transition.

Our transition specialists are a great resource for any questions you might have and can help you learn more about all Spire has to offer.

 

Transition Package

For consultants with gross revenue in excess of $250,000 annually, Spire has developed a transition package. Some of the benefits include:

  • Transition Allowance
  • Financing of Transition or for Business Purchase
  • Marketing/Graphics/Design for
    • Websites
    • Brochures
    • Letterhead
    • Cards
    • Notifications
  • 30 Day Jump Start Meeting including
    • 3 Year Goals
    • 30 Second Commercial Development
    • Niche Identification
  • Technology Support/Guidance

 

Spire Wealth Management, LLC is a Federally Registered Investment Advisory Firm.
Securities offered through an affiliated company, Spire Securities, LLC., a Registered Broker/Dealer and member FINRA/SIPC.