Our Process: Becoming A Wealth Management Advisor
At Farm Bureau, we help people protect what matters most and invest in their futures. We’d like to do the same for you. When you become part of our team, we’ll give you the opportunity to build your business and reach your personal and professional goals. Here’s what you can expect when you explore this opportunity.
Being a Wealth Management Advisor Takes Strategic Focus
When you decide to bring your wealth management business to Farm Bureau, we will meet with you to strategically map out your path to success. We’ll discuss:
- Your goals and your wealth management career path
- What makes us different from wirehouses and regional firms
- Why you believe Farm Bureau Wealth Management is the right fit for you
A Look at Your Business and Ours
Next, we want to hear more about your current business and client base. When you meet with our team, we’ll review our business model, and you’ll learn more about our partnership with agents and clients. At this point, we will also discuss your geographic location and the opportunities that are available to you in your area. As we work through this transition and onboarding process, the Farm Bureau Financial Services team will be by your side every step of the way.
Meet Our Team
Once you’ve made the decision to join Farm Bureau Wealth Management, we will hold an in-person meeting to familiarize you with our team and for you to see where it all happens. You’ll visit our corporate headquarters and meet with our Wealth Management leadership team, the middle office and the licensing sales teams.
Plan The Transition
Once you’ve met the people that are key to making business happen for you, we’ll plan your move. We will formalize our commitment and onboarding timeline and discuss a tailored onboarding plan that makes sense for you.
Transitioning Smoothly From Start to Finish
Transitioning to a new broker dealer or investment adviser is a big commitment and one of the most important decisions you will make for you and your clients. At Farm Bureau, we understand what it takes to make the transition process as smooth and seamless as possible. We are a full-service firm with the resources and experience you need and the personalized service you deserve. We have created an environment to attract successful financial advisors, and more importantly, keep them. Our experienced transition team that will assist you along your wealth management career path is comprised of professionals from various departments:
- Registration and Licensing
As you work through the transition process, we offer many resources to help you make your move to Farm Bureau as smooth as possible. Your Regional Manager will set up an initial, comprehensive “Introduction to Transition” phone call, designed to ensure you feel confident in your next steps in the process. It also gives the Regional Manager a detailed overview of your practice’s specific needs.
Take the Next Step in Your Wealth Management Career!
Reach out to our team today if you have any questions that we haven’t answered or if you’re ready to dive into a new chapter of your career.