World Class Advisors is dedicated to creating the ultimate resource platform for holistic advisors who want to continually improve their practice, their client experience and their life. As advisors, we know our future success is dependent on how quickly we are able to adapt to the marketplace and the specific demands of our clients. To that end, World Class Advisors brings together a network of organizations that each bring unique value propositions to advisors and are willing to share, collaborate and work together to help you enhance your practice.

As a financial advisor, you have so many choices of who you could partner with to help grow your business. Trying to filtering through Broker Dealers, FMOs, RIAs, Technology Companies, Coaching Companies, etc. is enough to drive any advisor crazy. Through World Class Advisors, we have eliminated the challenges of finding organizations that will put their own self-interest aside and work with each other, rather than against each other to help you achieve the most successful practice possible.

Because consumers accumulate a hodgepodge of investments, insurance, and trusts throughout their life, many find themselves trying to coordinate a mind-blowing number of professional relationships. Most prospects have a “reactive” rather than “proactive” working relationship with at least a few, if not most, of the following professionals:

• Tax preparer
• Lawyer
• Life Insurance Agent
• Health Insurance Broker
• Retirement Consultant for 401k
• Banker
• Tax Attorney
• Personal Lines Insurance

The problem is none of these professionals are talking with each other. The overall financial plan isn't coordinated or clearly organized. Leaving the client, many times, paying much more than they should by paying for the overhead of eight advisors instead of one.

World Class Advisors has been serving individual and corporate clients practicing the Holistic approach to financial planning since 1983. Our dedication to establishing an objective client-centric method has become one of the financial industry’s most reliable definitions of professionalism, and archetype for transitioning from working as a traditional transactional salesperson to that of a client’s most trusted advisor.

The Mastermind Group