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The Family Office Advantage® for Financial Advisors
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Unlock the full potential of your advisory practice with Financial Gravity’s Done-For-You model, empowering you to focus on what you do best—building deep client relationships. Experience a productivity explosion through our turnkey multi-family office charter, offering multiple revenue streams and comprehensive support infrastructure. Schedule a call with us today to learn how you can make a quantum leap in your success.
Comprehensive Support Infrastructure Positions You for Quantum Leap Success
Deal Flow Engine
We offer proven lead generation systems that we administer on your behalf, keeping you focused on strategic business development and relationship management.
Bespoke Solutions Development
Modern planning tools analyze your clients’ current investments and financial situation, and build a bespoke plan based on their needs, goals, and stage of life.Multiple Revenue Streams
Sharing in the revenues from tax strategies, insurance products, and wealth management creates a win-win for you and your client.
Modern Asset Management
Holistic asset location optimization, loss harvesting, income planning, and withdrawal management deliver on the multi-family office promise.
Lead Nurturing
We provide you with a white-labeled digital marketing and advertising service that includes monthly educational campaigns and newsletters to keep you top of mind.
Modern Back Office
Our back office creates and manages all the paperwork, and you have full visibility into onboarding and client services.
Client Success Team
Our team is dedicated to your clients’ operational and administrative needs to ensure that all your clients remain fans for life.
Tax Compliance Services
We prepare annual tax returns and do proactive tax planning, a value-added service and an essential ingredient of the multi-family office model.
Client Review Package
Our Client Review team prepares a comprehensive analysis of all facets of your client’s financial life, so all you have to do is present the findings.
Frequently Asked Questions
Why Do So Many Advisors Fail to Achieve Elite Level Success?
The most successful advisors combine a high level of skill in client relationship management with a scalable practice that will onboard and deliver a satisfying experience. Weaknesses in any area can prevent delivering the deal flow and productivity that create a thriving practice.
How Can Financial Gravity Help Me With Deal Flow?
Financial Gravity has prospecting tools that are proven to deliver qualified prospects, as well as a permanent marketing campaign for existing clients to keep you top of mind. Our unique value proposition provides a powerful competitive advantage for you.
Can I Expand My Revenues to Include Insurance Products?
Yes. Financial Gravity has an in-house insurance agency and access to a wide variety of sophisticated insurance products, from Fixed Indexed Annuities to captive life insurance. You can capture the lion’s share of your client’s total expenditures for financial services.
Does Financial Gravity Prepare Tax Returns for Clients?
Yes, Financial Gravity prepares tax returns as part of its service offering. This can give you early insights into your client’s financial situation, create opportunities for you, and foster a closer relationship between you and your client.
Does Financial Gravity Have a Strategic Tax Planning Platform?
Tax Master Network and its AI-enabled platform are part of Financial Gravity. Our advisors are able to offer our Tax Blueprint™, a comprehensive report that looks for and presents opportunities to save money on taxes. Those results will then inform our financial planning tools.
What Are the Main Benefits of Financial Gravity’s Turnkey Multi-Family Office Charter?
Our Charter delivers on the principal benefits of a multi-family office: holistic planning, a taxes-first-then-math decision-making framework, an emphasis on advisor’s alpha over portfolio outperformance, a control-the-controllable investment philosophy, and true transparency.
How Can I Learn More About Financial Gravity?
Book an appointment to speak with us. Bring all your questions and any concerns you may have. Learn about our Done For You model, our Turnkey Multi-Family Office Charter, and our agency-level marketing services. Learn how you can make a quantum leap.
A Rare First-Mover Advantage. The Promise of a Productivity Explosion. Multiple Revenue Streams. A Better Quality of Life.
This is the essence of Financial Gravity’s mission: to democratize the benefits of the multi-family office, while supporting financial advisors with a breakthrough division of labor we call Done-For-You. Relationships are deepened and clients transformed into Promoters via a better client success model, and new deal flow keeps financial advisors doing what they do best and love most: competing for new mandates.
The Family Office Advantage™
America’s wealthiest families can choose any form of wealth management they want, and overwhelmingly they opt for the family office model. This is a fully rational decision because it eliminates conflict, emphasizes low costs and tax efficiency, and aligns portfolio strategy with client goals. Clients benefit from a superior decision making framework conducted with full transparency. Now the mass affluent can enjoy these same benefits, and the financial advisors employing this value proposition will enjoy an unfair advantage over their rivals.
A Blue Ocean Strategy That Empowers Financial Advisors With the Winning Formula
Blue Ocean strategies are uncommon in the wealth management industry, but Financial Gravity’s Turnkey Multi-Family Office Charter fundamentally changes the relationship between mass affluent clients and their financial advisors.
Our Turnkey Multi-Family Office Charter is a value innovation that offers superior value at low costs. For the first time, the mass affluent client cohort can enjoy the benefits of the multi-family office, the overwhelming choice of Ultra-high New Worth families. Holistic, coordinated and conflict-free tax, wealth and risk planning delivered without conflict and with full transparency is an entirely new value proposition.
Those financial advisors who bring this new value to the marketplace will enjoy a significant competitive advantage over their rivals in the marketplace and an expanded total addressable market.
A Blue Ocean Strategy That Empowers Financial Advisors With the Winning Formula
Blue Ocean strategies are uncommon in the wealth management industry, but Financial Gravity’s Turnkey Multi-Family Office Charter fundamentally changes the relationship between mass affluent clients and their financial advisors.
Our Turnkey Multi-Family Office Charter is a value innovation that offers superior value at low costs. For the first time, the mass affluent client cohort can enjoy the benefits of the multi-family office, the overwhelming choice of Ultra-high New Worth families. Holistic, coordinated and conflict-free tax, wealth and risk planning delivered without conflict and with full transparency is an entirely new value proposition.
Those financial advisors who bring this new value to the marketplace will enjoy a significant competitive advantage over their rivals in the marketplace and an expanded total addressable market.
If you have questions about Financial Gravity or Financial Gravity’s Turnkey Multi-Family Office Charter, schedule a call to learn more or send an email to zachary.trimble@financialgravity.com.