Practice Management
Advisor Tools
GP Wealth is not your average mutual fund dealer. Most firms say they’re focused on their advisors, but we take advisor dedication to a whole new level. Our management team and all of our staff specialize in providing the practice management and support services you need.
We recognize that your day is filled with responsibilities related to servicing clients and managing your business. By providing state-of-the-art tools and procedures, turnkey marketing support and ongoing training, we lighten the load — and allow you to focus your time and energy where it counts.
Supporting You in Every Possible Way
We take pride in the achievements we’ve made in systematizing advisor business processes and client communications. With access to our efficient back-office procedures and advanced technology platform, you can run your growing practice your way while providing industry-leading service to your clients.
GP Wealth offers premium client relationship management tools powered by Microsoft Dynamics CRM and Winfund. We invite you to learn about our tool set by clicking on the tabs below:
Advanced CRM (Client Relationship Management) Platform
Microsoft Dynamics CRM is a highly flexible customer relationship management platform that you can adapt and scale along with your business. With this powerful tool at your fingertips, you’ll be better able to make connections, build loyalty and get the most value from your customer relationships.
Microsoft Outlook Integration
Client Service
Marketing Automation
Group Calendar
Business Development
Co-op Advertising
We help our financial advisors build and market their practices by providing co-op dollars for use in marketing, branding and business development. Our co-op contributions are based on the advisor’s previous year’s net sales.
This program is uncapped and can make a meaningful difference in your ability to promote and grow your business. The great thing about it is that you get to decide how the money is spent. Your options for investing your co-op dollars include advertising, collateral material, trade shows and newsletters – whatever you feel works best for your independent practice.
Training & Education
Training
We understand your time is best spent engaging with your clients. As a seasoned financial advisor, you’ll find our training is always focused and efficient. We provide relevant, timely training sessions for both you and your assistants to learn our systems and processes. The objective is to help you:
Throughout the training process, we make sure it’s business as usual for you and your clients. That’s our commitment and we follow through on it.
Education and Professional Development
We work with our partners to provide you with a regular schedule of educational events. Topics include products and services, sales and marketing and business policies and procedures. Our goal is to help you make the best decisions to run your practice successfully.
PETER EVENSON
VP Business Development
Succession Planning for Financial Advisors
Learn How to Maximize
the Value of Your Practice
One of the biggest challenges you will face as an advisor is planning and executing your business succession. There's a lot you need to know before starting your succession plan, and we cover the topic from A to Z in this complimentary eBook. You'll also learn about our Guaranteed Succession Program, which ensures the sale of your practice at a competitive price. As part of this innovative service, we'll work with you to systematize your business processes, which will increase the value of your practice, and assist in the ownership transition, so the transfer goes smoothly for all concerned — you, the buyer and your clients.
