At WPA, we collectively share ideas, best practices and individual expertise to create a better advisor and client experience.
Collaboration is the foundation of our success. We instill it in our culture as the opportunity to build and improve our human capital – from the individual advisor to the team to the overall network.
Our practice management professional and business consultants help advisors seamlessly transition to independence by onboarding onto our platform with the goal of rapid, accelerated growth. The proven WPA transition system statistics show that in the first 6 months after joining, our advisors retain 92% of their original assets under management and advisors attest to uncovering additional opportunities due to the transition.
From there, we will help you grow by leveraging our support staff, adopting best practices, sharing marketing resources, and working with our in-house private client referral system.
By facilitating both organic and inorganic growth for our advisors, WPA enables advisors to grow their portfolio of business and increase their personal enterprise value.