As a successful advisor, there comes a point in your career where you need to make big decisions, so you can reach your FULL potential.
We hear it often...
- You want fewer admin struggles
- Relief of compliance headaches
- A better investment management process
- A clear path and sound succession plan
- MORE TIME TO DO WHAT YOU LOVE...
Sound familiar?
The reality of these issues may have you positioned with less time to spend with loved ones and more stress.
As a winning advisor, this is the time to enjoy the fruits of your labor and hard work you have put in to become the advisor you are today!
The good news; there are solutions; you can use the secrets of a winning advisor that will build a business model that strips away the challenges to growth and success.
- You must transition from an individual practitioner to a business owner!
- Free up cash flow through partner investment to begin living the life you want.
- Grow your book of business, or slow down. Depending on your goals, we can help with both.
- A clear path to succession, reach your goals and full potential.
- Implement a proven investment management process that gives you more time, saves your clients on yearly fees, and allows you to concentrate on what matters most... relationships.
- Enjoy peace of mind and low stress as you continue to win.
- Enhance the value of your practice, while working less.
YES! It is possible, and there are answers!!
We are not a dealer. We are not a lender.
WE ARE A PARTNER.
EWA recognizes the value of what you have created, and because of our background, we can make an investment into your business based on the predictability of your cash flow and assist you in growing and enhancing the value of your business.
- EWA will inject capital into your business
- EWA will help you reach your goals with less invested time
- EWA will relieve your admin and compliance headaches
- EWA will assist in taking your practice to the next level
- EWA will bring value enhancement to your overall business
Or... we can invest and become a silent partner, injecting cash flow to give you so many possibilities. Sounds great, right?
Why is EWA qualified?
Steve Meehan, EWA founder, has been in the financial industry for over 20 years, during which time he co-founded and was the Chief Executive Officer of Investment Planning Counsel Inc. (IPC). During Steve's tenure, IPC grew from two small offices with approximately 30 Advisors to a fully integrated wealth management organization that had $18 billion in assets under administration and $3 billion in assets at the time of Steve's departure under management.
Steve currently has interests in several Wealth Management related business’s including Bellwether Investment Management, Glen Road Capital Parters, Lorne Park Capital Partners and EWA Capital Partners
Your opportunity of partnering with EWA is backed by Steve’s processes and partnerships, ensuring success at all steps of the way.
Our unique process of partnering with advisors allows you access to capital for the purpose of growth, diversification, and/or possible succession.
Why is EWA successful?
What is the secret!?
PROCESS, PARTNERS, SUCCESSION
Process development is critical to ensuring your time is freed up only to spend it doing money-making activities, also creates a tremendous, consistent, client-experience, and most importantly it creates a framework to live the lifestyle you deserve.
Partners; Managing the relationship requires you to be extremely familiar with your client. That doesn't leave time to select investments, monitor allocations, balance, and rebalance portfolios.
Backing away from these tasks is one of the most challenging hurdles advisors have to overcome, but if you want to be effective with your clients, you need to partner with an individual or team that will focus on the investment process.
Succession; If you take steps to organize your business, succession will be relatively seamless when it happens. If your view is that you are not looking to retire, you still need to ensure there is a plan in the event of an untimely exit.
At EWA, our entire focus is helping advisors provide better outcomes.
HOW DO YOU GET INVOLVED?
- Start with a client portfolio review by the EWA business development team.
- EWA will discuss the options of capital injection and partnership requirement.
- EWA will pay a 6X multiple on up to 30% of revenue. 3.5X more than the industry average.
- Depending on your goals, EWA can begin assisting with process, partnerships, and succession, or you can enjoy the benefits of capital investment and a silent partnership.
CLICK HERE and find out how you stack up as an advisor!
EWA has developed a scorecard that will weigh your current performance based on key drivers of advisor success. Take this 3-minute questionnaire and find out how you stack up.