Fountainhead
Asset Management
As a trusted financial professional your expertise guides the customer in all aspects of financial decision-making. You are core to that experience. When necessary, you bring in other experts.
HOW YOU RULE
You keep the house from falling down. Because of this great responsibility your clients trust your opinion in all areas of their financial life. Your ability to communicate, empathize and educate is critical to your success with winning prospects and inspiring existing clients. As JFK famously said, “you know the economic pulse of the country; you insure the future; you are respected and you are a friend”.
WHY YOU NEED US
You’ve gathered AUM or want to keep the opportunities on the table, but it’s no secret insurance agencies offer limiting investment platforms. There’s no reason your business can’t soar while staying right where you are. Beyond state-of-the-art portfolio analysis, FAM offers investment strategies that are simply not available to most insurance advisors. All of which is wrapped in a fully compliant approach and leaves you with one less thing to worry about.
HOW YOU RULE
You run a conflict free business focused solely on doing what is best for the client. Your team of advisors represents your brand in understanding, communicating, empathizing and educating your client base. A goal without plan is just a wish – you make the plan happen.
WHY YOU NEED US
Execution and scale are the conflicting necessities in growing a successful RIA business. Multi-tasking is an inherent necessity pulling focus from your core expertise, those items you do best. Allowing us to execute on our core expertise, asset management, provides you the ability to focus and scale your business as a whole.
HOW YOU RULE
Your clients choose you for your loyalty to them over institutions. You have perfected the art of listening to understand – not to solely respond. Your ability to communicate, empathize and educate is critical to your success with winning prospects and inspiring existing clients. People are drawn to your approach and trust your lead implicitly.
WHY YOU NEED US
If you’re upholding an independent approach your investment platform should reflect that philosophy, but the noise outside of your client connections makes it difficult for you to hear clearly. Multitasking is a myth that costs more than you think. We absorb the sounds from portfolio analysis to compliance operations so that you can keep focus on the conversations and tasks that truly fuel your business.
HOW YOU RULE
You are arguably the most trusted voice in a financial household. Your commitment during tax time and support throughout the entire year, is more than just a luxury, it’s a necessity. Your attention to detail and work ethic afford your clients the lifestyle they live – you’re irreplaceable.
WHY YOU NEED US
Your expertise is unmatched. Having your clients’ trust makes you their “go-to” for all things financial…including investment advice (it’s no wonder financial professionals seek to be in your Rolodex). Leveraging FAM allows you to remain the trusted voice on taxes while expanding the scope of your practice to include full service asset management, further enhancing your clients’ reliance on your brand.