Hortz: Why did you develop your advisory services into a holistic and integrated financial service approach?
Burris: We want to focus on helping our advisors grow their practice by upgrading their operations so they can competitively address the High Net Worth & wealth management needs of their clients. That is why our platform and support services strategically integrates resources which include personal CFO and other lifestyle and generational services.
By way of illustration, we use the symbol of the bonsai tree to signify the stages of life that intertwine to create balance. We strive to find the equilibrium in every area of your client’s financial life, through expected milestones or unanticipated events. Like the Bonsai Tree, we are calculated and precise and grow with intention. We want to be the framework that supports the advisor’s competitive positioning and legacy.
Hortz: Any final thoughts you want to share with advisors?
Burris: Bottom line, our mission is to ultimately let our financial partners find balance in the ongoing struggle between being a financial advisor and an entrepreneur.
GCG Advisory Partners provides holistic financial strategies, technology, practice management support, office space and staff, at no expense to advisors looking to transition to independence and be able to hit the ground running in an efficient and competitive manner.
We additionally help facilitate succession and acquisition planning for advisors through attractive buys outs, maintaining the profitability of the practice, and retaining the advisor over an agreed upon transition period.
We welcome advisors looking for support in these areas to explore how we can partner with you to be your middle office, back office and business manager while you build the unique value of your business.
Institute for Innovation Development is an educational and business development catalyst for growth-oriented financial advisors and financial services firms determined to lead their businesses in an operating environment of accelerating business and cultural change. We position our members with the necessary ongoing innovation resources and best practices to drive and facilitate their next-generation growth, differentiation, and unique client/community engagement strategies. The institute was launched with the support and foresight of our founding sponsors—Ultimus Fund Solutions, NASDAQ, Pershing, Fidelity, Voya Financial, and Charter Financial Publishing (publisher of Financial Advisor magazine).