Main Menu

Resources

Johnston Tate Wealth Advisory Group

Always want to own your own business? If you have a passion for investments, the financial markets and sincerely care about helping others to fulfill their ambitions and achieve their most important financial dreams then owning a JTWAG franchise may be right for you. Johnston Tate Wealth Advisory Group is a premier investment management and retirement planning firm. We franchised our brand, research, technology and investment training program, so successful professionals with exceptional relationships and no prior investment experience can proficiently manage their own Wealth Advisory franchise.

You have achieved proven success in your career, cultivated relationships along the way, and now have an established network. Such an ability to develop relationships transcends industries. At JTWAG, we can offer you an entrepreneurial platform to use your relationship building skills in an invigorating new career as a Wealth Advisor. As a member of the JTWAG family, you will have the opportunity to grow a successful Wealth Advisory practice by leveraging our national brand, knowledge and scale of a proven Wealth Advisory firm.

JTWAG offers a unique approach to the Wealth Advisory business. In addition to a team of in-house professionals with wealth management and tax expertise, you will have the support of a team of portfolio managers, back office staff, traders and compliance officers. The JTWAG team is dedicated to supporting you with a comprehensive training curriculum, continual mentoring, an array of financial tools and technology. Franchising through JT will enable you to grow a lucrative practice of wealth management clientele. Ensuring your Wealth Advisory practice is successful is our primary focus.

In order to achieve your goals rapidly and bypass the many years that financial advisors typically spend building up their practices - our franchisees focus on the key business-building and client relationship management techniques that have been shown to yield early, significant results. By showing you how to leverage the best practices of the top financial advisors in the industry, our Investment Bootcamp eliminates the long period of trial and error that other financial advisors must go through.

As a JTWAG franchisee you will become an expert in attracting and acquiring clients from market niches within your core competencies. Your focus will be on expanding existing relationships that will enable you to effectively grow your Wealth Advisory practice. JTWAG's focus is to provide you all the tools to support needed to run your practice - a world-class practice. JTWAG's goal is to help you generate positive cash flow sooner than almost any other franchise opportunity available.

After decades of smoke and mirrors, Wall Street is officially broken. The mortgage fall out, the credit crisis, giant investment firms folding, etc. Everyday there is some major embarrassment to the financial services industry. This is an embarrassment that usually leaves investors with less money than they started out with in spite of paying enormous fees for "expert" advice. This behavior is unethical if not criminal and has placed the investment industry in dire need of reform.

Johnston Tate Wealth Advisory Group Franchise Major growth efficiencies in technology and greater access to global markets now enable advisors to produce low cost fully diversified portfolios for their clients. Logic would tell us that investors should be receiving more value than ever before. Unfortunately, the financial services industry often does more for itself than for its clients. Excessive fees, limited disclosure, conflicts of interest, unnecessary products, unclear reporting and misleading marketing remain strong and seem to be the principals of their efforts. These principals work against investors.

JTWAG's guiding principles are clearly different in that we are completely committed to integrity, service, transparency and expertise. They are both professionals and fiduciaries dedicated to acting as stewards for the financial well being of their clients. Delivering the responsible wealth management strategies through our network of franchisees employing superior investment principles developed to lower expenses, limit risk and enhance performance.

The environment today is widespread with opportunity for Wealth Advisors who wish to serve affluent clients better. Not only is the affluent market large and growing larger, it's clear that a large majority of wealthy individuals are being underserved if not abused in their current financial advisory relationship. An estimated $30 trillion is changing hands over the next 20 years. Within the next 5 years alone there's an expected $5 trillion (yes - trillion) more in investable assets coming to market, resulting in $35 billion of new revenue opportunities for financial advisors - there has never been a better time. Your opportunity is truly unlimited.

The baby boomers in particular offer great opportunity for financial advisors qualified to serve them. The U.S. Census Bureau reports that there are more than 78 million baby boomers today—more than a quarter of the entire U.S. population. Boomers currently are between 43 and 61 years old, placing them in their prime earning years.

What's more, this is the first generation that for much of their working lives has had the opportunity to build wealth in tax-sheltered retirement accounts such as 401(k)'s and IRAs—an opportunity that became an imperative as companies phased out defined-benefit pensions. Baby boomers' individual saving and investing have helped make this generation the wealthiest in history—affording financial advisors unprecedented opportunities to manage all that wealth.

The message here is indisputable: There is a huge opportunity and an equally huge need to deliver the firm - JTWAG - to the baby boomer generation (among other). While wealth advisors of every stripe stand to benefit from the conditions in today's marketplace, successful professionals with exceptional relationships are better positioned to build profitable businesses serving the mass affluent. A JTWAG practice gives our franchisees a platform to grow a very profitable and sustainable business while providing an incredibly flexible lifestyle. Additionally, comes the satisfaction of helping valued relationships to achieve their most important financial dreams - the honest way - the right way.

Johnston Tate Wealth Advisory Group helps everyday professionals capture their share of this incredible market opportunity and manage the complexities of running successful Wealth Advisory Practices. You benefit from our collective brand, knowledge and scale by leveraging the following areas:

Johnston Tate Wealth Advisory Group Franchise

Tremendous Market opportunity
Create personal wealth for yourself and others
Proven Investment Methodology
Limited or no staff required
Operate from new, current or home office
You determine when and how much time to commit
Professional support
Professional training
Industry leading technology
Rapid return on capital
Leading-edge tools and technology
Dedicated training and service
Comprehensive financial plans

The aforementioned allows our franchisees to focus on client acquisition and retention while the corporate office of Johnston Tate Wealth Advisory handles all other aspects involved in helping their clients achieve important life and financial goals.

SUPPORT & TRAINING PROVIDED

Johnston Tate Wealth Advisory Group

Financial Assistance Provided: Yes
Site Selection Assistance: Yes
Lease Negotiation Assistance: Yes
Recruiting Assistance: No
Co-Operative Advertising: Yes
Training: one week at corporate headquarters in Sacramento, CA and optional 2 days in Santa Monica, CA
Other Info: ideal candidates will have a passion for investment management and strong proficiency in neworking

Submit the form to request more information about this franchise.

Required Info marked with: *

* First Name
* Last Name
* Address
* City
* State
* ZIP
* Phone
Cellphone
* Best Time to Contact
* Email
* Cash Investment Available
* Plan On Starting Business
* Please enter this code to submit the form