Join iWealth as a Financial Advisor
Grow with a Team Committed to You
At iWealth, we empower financial advisors with the tools, support, and environment they need to thrive. Join a team that values both client satisfaction and professional growth. Discover how our comprehensive resources and collaborative culture can help you pursue your career goals.
Are We a Fit?
ASSESS YOUR COMPATIBILITY WITH iWEALTH
FDC Plan on Purpose™
Discover Your Purpose in Financial Planning
Your Personal Values-Based Website
We have designed our own proprietary software that will help you articulate your value each and every time you meet with your clients. This is a straightforward, interactive tool that displays the full value of working with you. The website helps guide you through meetings and displays progress on the goals that are most important to your clients.
Book, Workbook & Webinar
Our book, Fish Don’t Clap: Planning For A Purposeful Retirement™, was written to help people make smart decisions with their money and most importantly, their lives. We are passionate about helping people find purpose in retirement. This book, workbook, and webinar will allow you to become a great asset to your clients and community.
iMarketing™
Enhance Your Marketing Efforts
At iWealth, marketing is key. We take pride in providing education for our clients with annual workshops, newsletters, articles and videos. We also engage with our clients through annual appreciation events. Our Marketing team will guide you how to replicate these efforts for your business.
iProspecting™
Streamline Your Prospecting Process
Our pre-meeting template makes gathering prospect information extremely easy. Simply email your prospect our pre-meeting link, which walks them through your introduction video and gives them three steps to complete.
Nitrogen Questionnaire
FDC Plan on Purpose™ “Where are Your Gaps” survey
Document checklist for items to gather prior to the meeting
“When this is completed, you will have the information needed to make that first in-person meeting more meaningful and constructive.”
—Brad Connors, CEO
iPrep™
Client Meeting Agenda/Trello
We created a custom process with an easy-to-follow cadence, using technology that will allow you to conduct strategy sessions with ease and confidence. Our process ensures that you will be consistently prepared for your upcoming meetings two weeks in advance.
iOperate™
Redtail Workflows & Templates
We have created automated workflows to help walk you and your team through the most common business processes. These templates were created using best practices to increase efficiency and eliminate common errors. They help you and your team stay on track and monitor your progress.
iMeeting™
Transform Your Client Meetings
iTeam™
Empowering Your Career Growth
Advisor Development
Stay up-to-date with the latest market trends, policy changes, and regulations. Our bi-monthly meetings and online tools provide the insights and knowledge you need to advance your career.
Professional Support
Access quality assistance with presentations and marketing events. Our dedicated support team is committed to helping you excel and deliver comprehensive client value.
Experienced Team
Benefit from the collective experience of our seasoned professionals. We provide the guidance, support, and knowledge necessary to help you thrive in your advisory career.
Contact Us
Ready to join our team?
If you are a financial advisor looking to join a dynamic, growth-focused team, we want to hear from you. Reach out to learn how we can support your professional journey with our comprehensive resources and collaborative environment.
Fill out this form, call us at (507) 835-9111, or email info@iWealth4me.com to get started.
