Becoming a Wealth Management Advisor at Farm Bureau
When you make the decision to move your wealth management business to a new firm, you want to be sure you’ll be supported with the best resources. That’s why our regional managers are backed by years of experience in the financial services industry. We sat down with our Regional Managers, Amy Whittington (NE, SD), Brook Thompson (KS), Lisa Smith (IA, MN) and John Massey (AZ, NM, UT) to hear why they chose Farm Bureau Wealth Management and how they support advisors throughout their territories. Read on to learn more about our regional managers and the type of support they provide.
What attracted you to the opportunity at Farm Bureau?
It’s exciting to be a part of history! We are changing the way clients receive financial advice and taking the client experience to the next level, where all their financial needs are managed in harmony by professionals who have knowledge in each area, from property and casualty, life insurance to investments. No matter how simple or complex a client’s financial situation might be, we have the tools, resources and (most importantly) the people to help to make sense of it all and to make sure everything is working together. This is truly concierge financial services!
Brook Thompson, Regional Manager for Kansas
What do you enjoy most about your role as a Regional Manager?
What I like most is the opportunity to work with all the Wealth Management Team and Advisors in the Southwest Region. Being considered a resource and coach and assisting with their business is what I really enjoy - whether that is practice management, portfolio construction, financial planning, or client service. Working with the overall Wealth Management Team and the Advisors makes being a Regional Manager at Farm Bureau a rich and rewarding experience every day!
Jim Murphy, Regional Manager for Utah, Arizona, and New Mexico
What are some specific examples of how you support Wealth Management Advisors?
I offer my support to advisors by making introductions and referrals to help grow their book of business. I also provide guidance on things like regulatory supervision and cross-selling support to help them along the way. I lead through team-based coaching and being supportive any way I can be.
Lisa Smith, Regional Manager for Iowa
What attributes do you look for when considering a Wealth Management Advisor candidate?
Making the proper investment recommendations is extremely important, but putting a comprehensive plan in motion and re-tailoring it to clients’ ever-changing needs is paramount. We look for candidates who emphasize planning and follow-up as the key component to client success.
Join the Farm Bureau Team
Our regional managers have an unparalleled passion for providing support to our advisors and are dedicated to both advisor and client success. Starting on day one with us, you’ll be receive continuous support and have access to quality resources – giving you the ability to provide your clients with an exceptional client experience. If you’re interested in learning more about becoming a Wealth Management Advisor at Farm Bureau, connect with us today!