For Advisors
You’re Invited!
I want to personally invite YOU to be part of this transformative experience. Each quarter, you’ll join a group of wealth advisors and entrepreneurs who are just as passionate about growing their businesses as you are. It’s where like-minded, driven professionals come together to level up.
Featured on The Financial Advisor Success Podcast: Setting Goals and Staying Motivated
Tim Regan, founder of PrairieView Wealth Partners, joins Michael Kitces on the 299th episode of the Financial Advisor Success Podcast to talk about setting goals, staying motivated, and his vision for offering back office support to other financial advisory firms.
Where Are You in Your Journey?
No matter your goals as a financial advisor, we have a path forward.
I Want Security in an Emergency
Are you or your RIA firm well-prepared if something unexpected would happen to you? Contact us to talk through some questions to guide you through emergency planning.
I Want to Plan Getting Out
Our founder, Tim Regan, can speak on organizing your “life box” and develop an actionable plan to sell your RIA business to create your future or leave a legacy.
I Want Out of My Back Office
Are you spending your time on the tasks you enjoy, or the parts of business you don’t? We often consult with advisors on how you can get energy back and prioritize growing your RIA.
Is Your Firm Too Big to Be Small, but Too Small to Be Big? We’re Here to Help.
Talk to our founder, Tim Regan, today to learn more about how our team can support you in controlling your legacy and planning the next step in your advisory career.
