We are committed to championing our Financial Professionals and growing our community. Whether it’s organizing chapter meetings and training events, providing back-office support and practice management resources, or helping you market your business – Avantax Wealth Management has your back.
Lifelong professional relationships are forged through Avantax Wealth Management conferences and chapter meetings. The strength of this intellectual community is invaluable to the success of our Financial Professionals.
We are dedicated to cultivating an elite network of industry leading professionals. We pride ourselves on the quality of our Financial Professionals and their continued impact on the industry through thought leadership.
At Avantax Wealth Management, our Financial Professionals are family. Our conferences and chapter meetings provide quality face time and foster an unbelievably close-knit, supportive community.
KYLE B. - OKLAHOMA CITY, OK
More than 30 years of experience has taught us that the best way to grow your practice is by learning from your peers. We offer roughly 750 different training events each year where you can learn from some of our most successful Financial Professionals. Through our tailored programs, you are able to sharpen your skills and experience one of the top networking programs in the industry.
We recognize that providing you with superior service enables you to do the same for your clients. Our Financial Professionals have access to knowledgeable consultants with a wide range of experience. When we say we’re here to support you, we mean it – no strings attached.
Our support doesn’t stop at the end of the recruiting process. We have specialized teams of wealth management consultants to help you grow your practice and educate you along the way. Each consultant is insurance-licensed and a general securities representative. In addition, most consultants have completed or are pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
Helping you grow and manage your business
This complimentary program has helped many Financial Professionals build their knowledge and take their practice to the next level by providing personalized training in goal setting, case analysis and sales presentation skills.
Avantax Wealth Management provides insight and coaching in the areas of career enhancements, preparing key employees for leadership roles, identifying and growing your successor and preparing your business for unexpected or emergency situations.
Our experienced Practice Management specialists can assist you in acquiring another practice, adding affiliate Financial Professionals, and more. We also help you discover ways to protect and build business equity and help you find a buyer when you’re ready to retire or exit the business.
Through your affiliation with Avantax Wealth Management, you can obtain coverage for both your tax and financial services practices. We provide some of the most competitive Errors & Omissions coverage in the industry through National Marine and Fire Insurance, a Berkshire Hathaway company and one of the leading providers of E&O insurance to Financial Professionals.
We partner with you individually to ensure that you have all the tools and knowledge necessary to do what you set out to do — grow your client base and bottom line through the successful application of holistic financial services.
Avantax Wealth Management offers the ability to create a marketing experience you can easily engage with and manage on an ongoing basis, including:
We are your strategic marketing partner generating the local awareness your business deserves.
Still wondering if Avantax Wealth Management® is right for your business? Contact us to find out more.