Meet Your Farm Bureau Wealth Management Support Team
February 2, 2021
At Farm Bureau, you'll have an entire team supporting you to help you grow your wealth management business. Here’s a breakdown of the personnel and teams you’ll have access to as an advisor.
As a Farm Bureau Wealth Management Advisor, you have access to a network of over 1,700 agents who work with 540,000 clients across our 14-state territory. When you work with an agent, the cross-sell opportunities for further growth are endless.
Regional Managers are the go-to, local leadership who guide advisors with their transition and integration with agents, as well as aid them in client relationship development.
Starting as early as a month before you transition to Farm Bureau and for as long as 90 days after your transition, our Transition Specialists provide support to ensure your move to Farm Bureau is seamless, and you have the training you need to get started on the right foot. Your Transition Specialists prepare an individualized training plan based on your business needs; walk your through your health benefits, 401(k) and payroll; and acts as a resource for transferring clients, creating documents and mastering operating procedures.
The training team ensures you and your staff get the customized training you need as you transition and learn our systems. This team provides online learning resources and a variety of web-based and in-person training sessions to help you get familiar faster with our processes and platform.
Wealth Management Operations Team
The operations team, also known as the middle office, provides ongoing support by taking care of the day-to-day operations of account opening, trading and compliance. They’re also available to answer quick questions and walk you through processes.
Internal Wholesaler Team
Consider the internal wholesaler team your one-stop-shop for portfolio and product assistance.
This team provides training and ongoing support on available products, advisory platforms and systems. They also assist advisors in developing portfolios, reviewing current portfolios and coordinating the research and analysis of mutual funds and money managers offered through the external custodian platform.
Marketing and Advertising Support
In-house marketing teams provide a wide array of support, including a customizable advisor website, turnkey marketing programs and materials, and advertising and marketing collateral all you need to connect with your prospects.
At Farm Bureau, you’ll have access to professionals who help you make sure you’re offering the best solutions to your clients to help them meet their goals. Our regional life insurance and annuity team, for example, focuses on writing complex life and annuity business and is available to help you develop and implement the appropriate life and annuity strategies for your clients.
Legal and Compliance
Our legal and compliance team is available to help you navigate regulations and ensure compliance, so you have more time to spend working with clients and growing your business.
Join a Culture of Support
When you join Farm Bureau, you join a culture of support that strives to ensure your business is successful. Contact us to learn more about the opportunities at Farm Bureau.