12 Days of Being a Farm Bureau WMA
December 3, 2020
If you’re considering making a move to a new wealth management firm, now is the perfect time to think about what that move may mean for you in 2021. Here’s what you can expect when you get started with Farm Bureau wealth Management.
On the first day with Farm Bureau the thing they gave to me: a smooth transition process
We know that moving to a new firm isn’t easy. That’s why we are with you every step of the way — you’ll work with a transition specialist starting as early as a month before you make the move and continuing for up to three months after you join the team.
On the second day with Farm Bureau the thing they gave to me: comprehensive training
Your training will ensure you’re familiar with the team, the processes and the systems that make up Farm Bureau Wealth Management. Your questions will always be welcome, because your success is our success.
On the third day with Farm Bureau the thing they gave to me: a competitive pay package
At Farm Bureau, we are dedicated to bringing on — and rewarding — talented and committed financial advisors. You’ll receive a base salary, commissions and a valuable benefit package.
On the fourth day with Farm Bureau the thing they gave to me: An equipped and furnished office
In addition to your compensation, a significant benefit that we offer to WMAs is a fully furnished and ready office. It’ll be ready for you when you start, ensuring that you can begin meeting with clients as soon possible.
On the fifth day with Farm Bureau the thing they gave to me: my Regional Manager
Your Regional Manager is not only your primary go-to for problem-solving, they are also your advocate and cheerleader. They are invested in your success and ready to help you overcome whatever challenges pop up.
On the sixth day with Farm Bureau the thing they gave to me: access to the best technology
Advisors are given a wealth of tools to serve their clients in the best possible ways. This includes Riskalyze, Money Guide Pro, RBC Gateway, RBC Black, a CRM for tracking and communicating with clients, and more.
On the seventh day with Farm Bureau the thing they gave to me: marketing materials to use
Financial advisors have access to a personalized website that is updated by the home office and an online Marketing Toolkit where you can order various kinds of marketing materials. You’ll also receive a box with a foundation of pieces focused on client education so you don’t have to wait a single minute to get started.
On the eighth day with Farm Bureau the thing they gave to me: agents in my community
One of the greatest opportunities we offer for Wealth Management Advisors is the ability to work with agents in their communities — agents who have a book of client members who may need financial planning services. When agents and advisors work together to meet a client’s needs, all three benefit.
On the ninth day with Farm Bureau the thing they gave to me: ongoing education
The primary characteristic we look for in a financial advisor is the desire to grow their business. We understand that a critical piece of a financial advisor’s growth is continual learning. We look for those who hunger for additional opportunities and provide them with the tools necessary to reach their goals.
On the tenth day with Farm Bureau the thing they gave to me: a connection to my leadership team
At Farm Bureau Wealth Management, the leadership team and your support team work alongside you. They’ll know you — your struggles and your successes, your needs and your story. You are more than your metrics.
On the eleventh day with Farm Bureau the thing they gave to me: a marketing program to help
Not only do you have access to marketing materials and a website, you can also enroll in special marketing coaching programs to help you address your weakness and build on your strengths so you can always stay on top of the best ways to reach your clients.
On the twelfth day with Farm Bureau the thing they gave to me: an investment in my community
When you became a Wealth Management Advisor with Farm Bureau, you are investing not only in your future and that of your family, but also your community. Our advisors not only assist their clients and work with agents, but also give back to their communities in a variety of ways.
If you’re interested in hearing more about the opportunities at Farm Bureau Wealth Management, get in touch with the Regional Manager in your area.