Benefits of Joining Summit – Summit Wealth Group

WHY PARTNER WITH SUMMIT

Infrastructure

We provide the infrastructure you need to free you up to take your firm to the next level.

Peace of Mind

We help answer the question you may get from your clients: “What happens to my accounts if something were to happen to you?”

Direction

We help provide direction to you and your firm through our annual business planning process.

About Summit

Next Steps

A potential partnership with Summit Wealth Group is a process. It begins by you expressing interest and going through the initial steps to be considered. Due to the high number of requests we get to join Summit, we invite you to participate in our initial questionnaire. This is just 9 questions long, but it will provide us with a framework we can use to follow up and let you know if your practice might be a good fit.Click below to get started!

Questionnaire

Start

How it benefits YOU

Exponential Growth
Solo advisors are their own CEO, CFO, business developer, hiring manager, marketing director, administrative professional, in addition to having to be their clients’ trusted advisor, providing expertise in all of the complex areas of wealth management.We take most of these things off their plate. A partnership with Summit means the workload is shared among the team, which allows the advisor to provide more attention to their clients.This move increases the advisor’s revenue potential through the ability to take on more clients and provide better service to their existing clients.
Team Focused
A major advantage to joining an ensemble firm, particularly Summit Wealth Group, is having a team to support you. Through our monthly company-wide team meetings, quarterly in-person team meetings and annual business planning retreat, our team focus is a huge benefit for advisors.
Support
The business model we aim for in each of our branch offices is 3 support staff per advisor. This surprises many in our industry since typically the inverse is followed. However, we’ve found this model to be conducive to channeling a culture centered around providing the highest level of service to our clients.What does this mean for you? It means we’ll help provide the support necessary to raise the growth ceiling in your practice. By joining Summit, we shoulder much of the backend work so you can focus on what you do best, meeting with clients.
Built-In Continuity
Who will manage your practice when you’re gone? This is probably a question you’ve wrestled with. As part of the process of partnering with Summit, a continuity plan is put into place so you can have the piece of mind knowing that your clients will be cared for long after you’re gone.
Increased Independence
A question we frequently get from potential advisors is: Will joining Summit Wealth Group result in less independence? Quite the opposite. Advisors who join Summit ultimately make the decision on whether it makes sense to stay in their same office, keep the same staff, etc. In fact, advisors who have joined say that using Summit’s existing infrastructure frees up their time significantly, actually increasing their independence.

Our corporate team is here to help your business grow.

Our financial planning department at Summit frees up the advisor’s time to meet with clients and continue building relationships. Our financial planning team creates custom tailored financial strategies, for clients, on behalf of our advisors. We work closely with each advisor to create an individualized financial road map for their clients.

Through the use of our planning software, processes, and team of planning professionals, we produce high quality comprehensive financial plans. The team is versatile in what we can produce, anything from a complex comprehensive financial plan to a basic needs analysis. Utilizing our department also allows a second set of eyes on the analysis as we consult with the advisor on every plan, and often utilize the knowledge of multiple planners on more complex plans.

This unique approach of having a department specifically for financial planning has proven to be very beneficial. Not only does it free up time for our advisors, it also allows the planners to come together cohesively to share the best ideas/solutions. In addition, we believe a planning department allows the financial analysis to be produced more efficiently and at a higher caliber. The financial planning department is here to help our advisors find the best financial solutions for their clients.

Nicole DavisDirector of Financial Planning Services

Advisor Development: Top performers frequently use a personal coach to keep them at peak levels. At Summit Wealth Group, I work with each of our advisors to help them bring their business plans to reality. An objective observer can help you define your goals, identify daily activities crucial for success and track your progress. If you have ever attended a productivity seminar, only to return home and find yourself buried in the inertia of your practice, you will appreciate our customized, hands-on approach to advisor development!

Recruiting: Adding a new advisor to your practice is exciting! It can allow the senior advisor to focus on premier clients, while maintaining a high level of service for your entire practice. Selecting the right advisor to join your firm can increase revenue and may also be the first step in realizing your succession plan. Identifying talent is a time-consuming process. The wrong hire can cost you dearly. At Summit Wealth Group, we can help source, vet and onboard advisor candidates to maximize your chances for success!

Keith FlorquistAdvisor Development / Recruiting

The marketing team is here to assist our branch offices in many ways, including generating marketing materials, assisting with client events, staying on top of new marketing trends, providing ideas and tools for your success as a financial advisor. We also help with social media, advertising and running occasional lead-generating campaigns.

We focus our marketing efforts on both the corporate level, as well as the individual branch office level to ensure the Summit brand is consistent, resonating with our target audience, and well positioned for future growth.

One unique way we assist our advisors is by providing them with a “get-to-know-me” promotional video they can use in their marketing and prospecting efforts. We have the ability to produce professional-grade, creative story-telling videos in-house. This has proven to be very popular with our audience and can help you reach more people than you previously thought possible. Check out some of our video work here.

We are committed to strengthening the Summit brand so that Summit Wealth Group may become known nationwide as a leading provider of customized financial solutions.

Josh WillinkDirector of Marketing

Our Operations & Human Resources team is here to provide guidance, and effective communication opportunities to support our executive, management, and employee teams with their daily business activities and growth strategies.

In support of Summit’s vision, purpose, mission, and values, our team focus is to establish, administer, and effectively communicate sound policies, rules, and practices that treat employees with equality while maintaining corporate “one company” directives and employment labor law compliance.

We continually strive to gain knowledge, inspire and encourage our employees, through a team-work philosophy that maintains a balance between the professional side of Summit and our ability to have fun. What is our most valuable resource? – our PEOPLE.

It is our mission to build a positive team and family spirit while encouraging our employees to pursue personal and professional growth and development. We are committed to engaging our employees in company and community activities with an enthusiasm that we hope develops long-term, intentional relationships and a caring attitude throughout our Summit team.

Carmelle NemechekDirector of Corporate Operations | Human Resources

WHY PARTNER WITH SUMMIT

Infrastructure

Peace of Mind

Direction

About Summit

Next Steps

Questionnaire

How it benefits YOU

Exponential Growth

Team Focused

Support

Built-In Continuity

Increased Independence

Our corporate team is here to help your business grow.

Hours

Corporate Office