Experienced, like-minded consultants
We understand how daunting transitioning a book of business can be since we’ve done it ourselves. We’ve also helped many other entrepreneurial advisors do the same thing. We can therefore anticipate concerns, challenges, questions, and opportunities. We have the perspective as well as the proven process to help guide you toward independence.
Proven, tailored process
To start the transition process, we designate a team who works with you, in conjunction with our custodial partners, to evaluate alternative business models. Once you’ve determined the model that is right for your business, we assign a transition team to guide you through every step in the process. We strictly follow all industry regulations related to these transitions, and as a signatory to the Protocol, we respect the processes that have been mutually agreed upon by our competitors.
Ongoing relationship and support
The continual development of our relationships with advisors and their clients is a key ingredient in success. We commit to your success by continually re-evaluating the products, services, and circumstances that you need to be successful and implementing the desired changes in our support structure that allow you to grow your business to its fullest potential.
Spire Investment Partners has to meet your standards in order to earn your business.