The path of a solopreneur can be both exciting and challenging. In this blog post, we’ll explore Partner and Senior Wealth Advisor Claudia Arnold’s journey from being a solopreneur to thriving within the Mission Wealth family, and how this transition has brought about substantial benefits for both her and her clients.
Enhanced Value for Clients
When I joined Mission Wealth in 2019, my primary motivation was to enhance the value provided to clients. The goal was clear: bring more and better resources to existing and future clients. At Mission Wealth, we always prioritize the question, “How can we enhance the value to our clients?” It’s a mindset that guides every decision we make.
Streamlined Support and Advanced Technology
One of my initial concerns was re-joining a corporate structure, but these concerns quickly dissipated. Mission Wealth not only streamlined operations but also introduced a technology stack that was previously unavailable as a solopreneur. The result was a seamless blend of personal service and cutting-edge technology.
Access to Diverse Knowledge and Skills
The transition from being a solopreneur to part of a larger team brought access to a wealth of diverse knowledge and skills. Mission Wealth’s team comprises experts with various specialties, each contributing unique abilities to the collective wealth of expertise.
Internal Strategy Team
One significant advantage of being part of Mission Wealth is access to an internal strategy team. While solopreneurs often rely on external professionals with busy schedules, Mission Wealth provides an in-house team to assist with wealth management strategy. This streamlined approach ensures timely and effective solutions for clients.
Form Strong Relationships
While professional growth is important, the most significant success is the strong relationships I’ve formed with team members throughout the company. Mission Wealth’s culture emphasizes collaboration and support, resulting in an environment where team members celebrate each other’s successes.
Watch Claudia’s Full Video
Video not working? Click here to watch it on YouTube.
Explore Merger & Aquisition Opportunities with Mission Wealth
Connect with our integration team to discover your next steps.Contact Us Today
Start Your Successful Business Transition
We are proud to be 100% partner-owned and excited to expand our ownership group with those who want to build the firm of the future. If you’re considering merging, selling, or transitioning your financial advisory practice, we would love to hear from you. Let’s explore our combined capabilities and have a conversation about the opportunities that exist for leveraging new strengths.
Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. We are fiduciaries, and our holistic planning process provides clarity and confidence. For more information, please visit our mergers and acquisitions page at missionwealth.com/opportunity.
00564161 01/24
Recent Merger & Acquisition News
Mission Wealth Announces Merger with Charles Carroll Financial Partners
February 29, 2024National RIA Mission Wealth announces its merger with Charles Carroll Financial Partners, a firm headquartered in Needham, MA....
Mission Wealth Named #3 Best Places to Work for Financial Advisors by InvestmentNews
February 28, 2024Mission Wealth announces our remarkable achievement of being ranked #3 on InvestmentNews’ Best Places to Work for Financial Advisors....
A Solopreneur’s Journey | Mergers & Acquisitions
January 9, 2024Partner and Senior Wealth Advisor Claudia Arnold details her journey from being a solopreneur and how the transition brought substantial benefits for both her and her clients....