New Way Prosperity Partners - Colorado Financial Adviser

Dissatisfied with your current situation?  We get it.  We’ve been there and that’s why NewWay exists – we were dissatisfied with our situation too.  If you’ve been thinking about how you can improve your situation, let’s take a look at a few common areas that are important to most Financial Advisers:

• Culture and Training
• Technology
• Lead Generation
• Marketing
• Compensation

Culture and Training

New Way Prosperity Partners is a family oriented, veteran owned, client focused financial services business.  We understand that everyone’s situation and needs are different and require a solution specific to those needs.  We strive to distinguish ourselves with honesty, integrity and trust and align ourselves with people who share these values.

At New Way Prosperity Partners you will be part of a team that values a work/life balance.  If you want to bust your tail and make lots of money – you have unlimited support to help make that happen.  If you have family needs that require your presence sometimes – that is fine too.  Our team members are respectful and supportive of one another, and we hope to provide you with a work environment that is constructive to your personal and professional growth. Our Policy Handbook, Training Manual, and On-Boarding Process/Checklist will help ensure that you are well informed of our methods and operations. 

Training is tailored to the specific needs / experience level of the individual.  It is often done in conjunction with our broker/dealer to provide our Advisers with all the tools and tips needed to get moving forward and be successful.  Weekly calls give the team updates on current market environments and interest rate activity, as well as what to expect and communicate with clients. 

We can assist you with onboarding processes when you acquire new clients, helping you build strong relationships from day one.

From paperwork to regulatory requirements, our back-office support team helps you manage the day-to-day operations of your practice.

Technology

Our partnership with Cetera Financial Group ensures that we have access to the latest and greatest technology in the industry.  This enables you to develop the best planning presentations and provides your clients with simple to use tools to access their holdings and provide updated data as needed.

If you have experienced the aggravation of bouncing from app to app in order to get your orders completed; or, if you have been on the receiving end of your clients complaints about being able to see accounts and account results – you need to take a look at our products and their interfaces with external providers. Here are a few of the technology applications and software our financial advisors have access to:

• RedTail CRM System
• Money Guide Pro
• Riskalyze
• E-Money Advisor
• Advisor Stream
• FMG Suite
• DST Vision Professional
• Morningstar Office

Internal team technology is simplified through use of Microsoft / Google apps and tools.  Three layers of security are required and provided to all laptops used within New Way Prosperity Partners.  These apps provide encryption, firewall and anti-virus/malware protection.

Lead Generation / Marketing

Our extensive network of contacts through local veterans, clubs and Chamber of Commerce, leads groups, banks, realtors, non-profits, and our mortgage operations engagements provide plenty of opportunities for leads.  The NewWay growing social media presence, linked with your personal pages may also drive additional prospects for your consideration.

Company sponsored social events such as client and prospective client appreciation events as well as sponsorships for community events aid in spreading our company name and reputation.  Our marketing efforts never stop and word of mouth about our company has proven to be one of the most (if not the most) effective methods for acquiring new clients.

Compensation

If you’re not wanting to make as much money as you can, then you’re probably not in the right business.  NewWay offers a more than competitive compensation plan based upon type of work completed.  Specific details regarding compensation rates are discussed during the interviewing process.

If you are contemplating making a change or are interested in a career as a Financial Adviser, give us a call and let’s have a confidential chat.  We’re proud of our team and looking to grow.  So, pick up the phone and just maybe you’ve found what you have been looking for.

Call 720.363.5892 If we are helping someone else, just leave a message and we’ll get back with you.