World Class Advisors is dedicated to creating the ultimate resource platform for holistic advisors who want to continually improve their practice, their client experience and their life.
As advisors, we know our future success is dependent on how quickly we are able to adapt to the marketplace and the specific demands of our clients.
Our strategy is to bring together a network of organizations that each bring unique value propositions to advisors and are willing to share, collaborate and work together to help you enhance your practice.
WORLD CLASS ADVISORS has been serving individual and corporate clients practicing the Holistic approach to financial planning since 1983. Our dedication to establishing an objective client-centric method has become one of the financial industry’s most reliable definitions of professionalism, and archetype for transitioning from working as a traditional transactional salesperson to that of a client’s most trusted advisor.HOLISTIC APPROACH
Our future success is dependent on how quickly we are able to adapt to the marketplace and the specific demands of our clients. To that end, World Class Advisors is dedicated to the principles and benefits of advisors following the Holistic model in their wealth management and financial planning practice.THE NEED
93% of all affluent clients want holistic planning. Period. In addition to expecting a remarkable client experience and comprehensive service, consumers are beginning to demand that advisors have the available resources to assist in all areas of their financial lives. The days of the “transactional” advisor are gone, opening the door of lasting success for advisors able to counsel in the areas of investment planning, retirement planning, tax planning, insurance planning, and estate planning. The Holistic advisor is positioned to transcend the limits of sitting across the table as salesperson -- by sitting next to the client as their trusted advisor in all financial matters.
What stops most financial advisors from greatness is doing business the same way over and over, year after year, and expecting to grow their business. The solution for lasting success is to stretch beyond our comfort zone, and recommit to meeting the needs of our clients by being their trusted advisor. Experience shows why only 6.6% of all financial advisors offer holistic planning, and it has nothing to do with how educated or financially sophisticated they are. Most, simply, don’t have the time, energy, or resources to effectively run, manage, and build their own holistic Wealth Management firm -- a firm that is capable of meeting the demands of affluent clients.
World Class Advisors is aimed at encouraging advisors being advisors, and eliminate the burdens and disruption of entrepreneurship they never bargained for. An advisor’s most important activity is getting in front of clients and prospects – not working the back office. Most advisors got into this business because they are good at, and enjoy working with people one on one. The more people they can meet, advise, and help, the more successful they will become. However, with so many other things needing to be done, which takes up valuable time and energy, many independent advisors never have the opportunity to achieve their goals for growth.
The Power of Collaboration