The firm has a dedicated recruiting effort—a department with four or five people that spends all day searching and talking to individuals that might be a good fit for the organization.

“There are no geographic restrictions to their efforts,” Bicknell says.

The Oklahoma City branch will be opened this summer by Adams Hall Wealth Advisors, a Tulsa advisory firm owned by Mariner that has decided to adopt Mariner Wealth Advisors’ name.

 

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