Serving Wealth Advisors: How Mariner Platform Solutions Can Help You



Today, as an advisor, you wear more hats than you ever have before. The reality is that all these responsibilities are not created equally. The challenge is all these given tasks can derail your day, your week, your month, and your annual goals, and prevent you from accomplishing what’s most important to you, your business, and your clients, which for most advisors is spending time with their clients and finding more families to serve.

I’d like to take this opportunity to introduce you to Mariner Platform Solutions. Mariner Platform Solutions is an advisory service created by Mariner Wealth Advisors. It was built to serve independent advisors who either own their own practice today or want to own their own practice, to be able to provide clients additional services, capabilities, and an enhanced client experience. We do this by leveraging the resources that have made and continues to make Mariner Wealth Advisors so successful.

When you partner with us, we take care of your entire back office by providing you an integrated technology stack, operations, reporting, billing, and compliance services, taking you out of the back office and providing you more time to focus on the opportunities that are most important to you.

In addition to back office resources, you can take advantage of our in-house professionals in the areas of tax, trust, investment management, risk management, and business specialty services. We also provide our advisors with marketing support, advisory coaching, and practice management resources to help advisors create greater efficiencies within their practice and grow their business. There’s only so much we can communicate in a short video, but if you’re interested in differentiating your practice, providing an enhanced client experience, and increasing the enterprise value of your business, we’d love to have a conversation with you. Please visit us at marinerplatform.com for more information. Thanks for watching.

00:00 Financial Advisor Challenges
00:33 What is Mariner Platform Solutions
1:00 Benefits of Partnering with Mariner Platforim Solutions
1:40 Reach out to Mariner Platform Solutions

Advisors: if you’d like to learn more about Mariner Platform Solutions, schedule a call with Brian Leitner. https://calendly.com/brianleitner

Website https://www.marinerplatform.com/
Facebook https://facebook.com/MarinerPlatformSolutions
LinkedIn https://www.linkedin.com/company/mariner-platform-solutions/
Calendly https://calendly.com/brianleitner

#financialadvisors #financialservices #clientexperience

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These videos are limited to the dissemination of general information and are not intended to be legal or investment advice. Nothing herein should be relied upon as such. The views expressed are for informational purposes only and do not take into account any individual personal, financial, or tax considerations. There is no guarantee that any claims made will come to pass.

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