Why Join GP Wealth
Advisor Committee
Input from our advisors is essential to our ability to continuously improve our wealth management services and stay on top of key industry trends. We meet regularly with our Advisor Committee to conduct status reviews, discuss ongoing issues and tackle new initiatives. These meetings are collaborative in the truest sense.
All aspects of our business and the dealer-advisor relationship are open for discussion, including back-office processes, compensation, compliance and technology. By working closely with our advisors on matters important to them, we’re ensuring that we are — and will always remain — a dealer genuinely focused on the needs of its advisors.
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.
