Dear Fellow Advisor,
In today’s marketplace, we know you have many options and opportunities to consider.
At Resonate Wealth Partners, we understand the complexities and challenges you face because we've been there too.
Prior to launching our firm, I had the opportunity to lead a successful business at a major wirehouse and experienced firsthand as an inheriting advisor the benefits and pitfalls of a wirehouse's sunset plan. This journey has shown me that independence isn't just an option—it's the superior path for genuine growth, exceptional client service, and meaningful legacy planning.
That’s why I’m passionate about the platform we've created at Resonate Wealth Partners.
By partnering with LPL Strategic Wealth Services, we offer you the control, flexibility, and unwavering support needed to ensure your clients transition smoothly with you.
Our curated experience for both clients and advisors – combined with a high-powered and integrated technology stack, and turnkey operation – is designed to help you get better compensated for your hard work and operate more efficiently. It's an opportunity to enjoy more valuable time with your family, and a renewed excitement towards the growth of your business.
It starts with a conversation. Let's connect confidentially and without expectation (I get it, I've been there myself).
Reach out today.
Alex Guiliano
Founder & Managing Partner
Retiring Advisors with No Succession Plan:
Have you considered how you will monetize your life's work and ensure your business is valued fairly?
Do you have a clear succession plan designed for a seamless transition for your clients and your practice?
Are you confident your current firm offers the flexibility to customize your retirement plan versus the inflexibility of wirehouse sunset plans?
In the next 10 years, 37% of financial advisors are expected to retire.
1 in 4 of these retiring advisors are unsure of their succession plan.1
You don't have to be a statistic.
1. https://www.cerulli.com/press-releases/40-of-advisory-assets-will-transition-in-10-years-according-to-cerulli
Multi-Generational Advisor Teams at a Major Bank or Wirehouse:
Are you feeling constrained by corporate mandates and agendas, limiting your team's potential?
Would having access to a modern, integrated technology stack and the ability to charge for financial planning, not just commissions or AUM-based fees, benefit your team and clients?
Are you satisfied with the trajectory of your current firm and the monetization options available for you and the next generation to grow and inherit your business effectively?
Growth-Focused Financial Advisors:
Are you leveraging the latest technology to better serve your clients and accelerate your growth?
Does your current firm offer the mentorship and career development opportunities you need to thrive?
Do you have access to the resources and support you need to scale your practice effectively?
Black Diamond
Streamlined Portfolio Management
& Reporting
eMoney Advisor
Comprehensive Financial Planning
Holistiplan
Efficient Tax Planning
Wealthbox
Enhanced Client Relationship Management
OnceHub
Seamless Appointment Scheduling
MyRepChat
Secure Client Communication
& Compliant Texting
Zoom
Virtual Meeting Platform
RingCentral
All-In-One Business
Communication Platform
PreciseFP
Customized Client Data Gathering
Adobe eSign
Efficient Document Management
Thomson Reuters, CFRA, & LPL Research
Independent Investment Research
AdvicePay
Integrated Billing & Payment Solution for Financial Planning
Here’s What You Can Expect:
Dedicated Transition Team: Manages your transition to LPL, handling real estate, office setup, benefits, payroll, and personal brand development at no out-of-pocket cost.
Business Strategy Support: Assists with acquisitions, hiring, market expansion, technology streamlining, profitability reviews, valuations, personalized marketing, and CFO duties.
Marketing Strategy and Support: Provides turnkey marketing solutions & dedicated support, enabling financial advisors to enhance their personal branding and market presence through personalized materials, digital tools, compliance guidance, and seamless process management.
Operational Support: Manages day-to-day business needs, including compliance, operations, administration, and technology, allowing you to focus on growth and client management.
Modern Technology Stack: Access to robust, integrated technology that enhances efficiency and client service.
Flexible Fee Structures: Ability to charge for financial planning, not just commissions or AUM-based fees, enabling a more tailored client service approach.
Professional Growth: Continuous mentorship and career development opportunities to help you thrive in a competitive landscape.
The combination of Resonate Wealth Partners + LPL Strategic Wealth Services is designed to provide the full turnkey support needed to grow your practice while enjoying the benefits of true independence.
