A Solopreneur’s Journey with Claudia Arnold | Mergers & Acquisitions at Mission Wealth
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A Solopreneur's Journey with Claudia Arnold | Mergers & Acquisitions at Mission Wealth
Show Transcript
when I joined mission walth in 2019 I came to Mission walth owning my own practice and the thought process behind joining Mission wealth at that point was really to support the growth in my practice to bring more and better resources to my existing clients and to my future clients when we think of moves like this we really first and foremost think of how can I enhance the value to my clients and Mission wealth has been incredible in helping me streamline in helping me also add technology a technology stack that I hadn’t had before prior to joining Mission walth and owning my own practice one of the concerns I had was joining a corporate structure again all these concerns were eliminated one by one because first and foremost what outweighed my decision was really the amount of resources that I would be able to bring to my clients the way I participate in maintaining our culture is is one being a partner I do have a seat at the table that was something that was also very important to me coming as an owner to join an organization so I know when I bring up ideas concerns whatever it might be I
know that my voice is heard by Matt Adams by Brad Stark by Seth streer by denell Stewart by the entire partner group looking back to 2019 and joining Mission wealth as a solopreneur and and being able to actually join a much larger team has been the the diverse knowledge and skill levels and not just skill levels but just every one of our unique abilities when I was a solo printer I had resources of course we all have a network of professionals but every one of those professionals has their own very busy schedule to find some time on a schedule of an estate planning attorney to help you work out planning for your wealth management strategy isn’t always feasible and we have that admission walth with our own internal strategy team looking back at my time admission wealth you would think I would say my greatest success has been the tremendous growth I’ve experienced which hands down I could not have experienced as a solar preneur but I will say my greatest success is really my relationship with my team members throughout the company and to build these very strong relationships has just been the most
rewarding working as part of a team at Mission wealth has been just extremely special we all support one another and we celebrate each other’s [Music] successes
The path of a solopreneur can be both exciting and challenging. In this video, Partner and Senior Wealth Advisor Claudia Arnold details her journey from being a solopreneur to thriving within the Mission Wealth family, and how this transition has brought substantial benefits for both her and her clients.
To learn more about our mergers and acquisitions or future partnership opportunities, visit missionwealth.com/opportunity.
Founded in 2000, Mission Wealth is a premier wealth and investment management firm. The firm is headquartered in Santa Barbara, CA, and has office locations nationwide to better serve clients. Mission Wealth’s service offerings include financial and wealth planning, investment management, estate and trust services, asset protection, philanthropic and charitable giving, tax planning, retirement planning, and inspired living.
For over 20 years, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people during major life events and our visionary, service-oriented culture is focused on empowering our clients to lead more fulfilled lives.
For more information on Mission Wealth, please visit www.missionwealth.com.
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Mission Wealth is a Registered Investment Adviser. This commentary reflects the personal opinions, viewpoints, and analyses of the Mission Wealth employees providing such comments. It should not be regarded as a description of advisory services provided by Mission Wealth or performance returns of any Mission Wealth client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Mission Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
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