The RIA firm with an
obsession for doing good.
obsession for doing good.
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FormulaFolios is an automated wealth management platform for independent financial advisors. The platform creates a beautiful experience for clients and allows financial advisors to grow their business more efficiently.
Our services allow advisors to outsource non-client-facing tasks. This frees up time so they can take better care of existing clients, and help more new clients.
Help clients pursue investment goals without exceeding their risk tolerance.
Helping advisors better serve their clients starts with helping them better manage their clients’ money. That’s why we developed our asset management algorithms.
By taking over responsibility for investment decisions and removing emotion from the process, our “robo-advisor for advisors” helps your clients pursue their investment goals without exceeding their risk tolerance. Since you’ll no longer have to actively manage money, you’ll be able to devote more time to acquiring new clients and running your practice.
Financial planning that helps you win clients and scale your AUM.
We not only help our advisors meet new clients, but we also help them close business – especially large clients – through the services of our financial planning team. Because we serve hundreds of advisors, our team runs thousands of plans each year; they know what works, what doesn’t, and what high-value clients are REALLY looking for.
In 2018, advisors that utilized our planning team closed over $600 million in new AUM, combined, at an average of over $3.4 million per advisor – not including annuities or life insurance policies, which can be included in our plans when appropriate. Seasoned advisors landed dozens of clients and added over $15 million in new AUM to their books. Last year, 29% of all plans that were requested by our advisors converted the prospect into a client, with top advisors closing over 50% of prospective clients.*
Financial planning that helps you win clients and scale your AUM.
We not only help our advisors meet new clients, but we also help them close business – especially large clients – through the services of our financial planning team. Because we serve hundreds of advisors, our team runs thousands of plans each year; they know what works, what doesn’t, and what high-value clients are REALLY looking for.
In 2018, advisors that utilized our planning team closed over $600 million in new AUM, combined, at an average of over $3.4 million per advisor – not including annuities or life insurance policies, which can be included in our plans when appropriate. Seasoned advisors landed dozens of clients and added over $15 million in new AUM to their books. Last year, 29% of all plans that were requested by our advisors converted the prospect into a client, with top advisors closing over 50% of prospective clients.*
We help advisors evolve and future-proof their advisory business.
We hold various training sessions throughout the year to help our advisors and their teams sharpen their skills, improve their understanding of our technology and tools, and keep up with industry changes.
Doing Good
Doing Good is our annual conference for our advisors. It provides an opportunity to spend multiple days training with and learning from professional colleagues and key members of our team – and to do some good for the community hosting us by spending some time volunteering for a local charity.
Doing Good
Doing Good is our annual conference for our advisors. It provides an opportunity to spend multiple days training with and learning from professional colleagues and key members of our team – and to do some good for the community hosting us by spending some time volunteering for a local charity.
Advisor Academy: Practice Optimization
Practice Optimization is an event designed for assistants and support staff. Training sessions cover paperwork handling, processing best practices, our internal practices and procedures, and related topics that help the attendees better support their advisors.
Advisor Academy: Practice Optimization
Practice Optimization is an event designed for assistants and support staff. Training sessions cover paperwork handling, processing best practices, our internal practices and procedures, and related topics that help the attendees better support their advisors.
Here are some of the results advisors are experiencing after making the switch to our platform:
Mike Lester
Talon Wealth Management
- Got Series 65 license 3.5 years ago
- Talon Wealth brought in over ONE HUNDRED MILLION in assets last year (2017)
- Talon Wealth's fee-based book of business is now OVER $245 million dollars
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Growing by roughly $10 million per month, like clockwork
Wes White
Patriot Wealth Management
- Started with $0 AUM in 2014
- Built a book of $55 million in AUM in 2.5 years
- Growing at $25MM per year
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A business that can be sold for $4-5MM dollars
Michael Kalisch
Kalisch Private Wealth
“Since gaining access to the Retirement Wealth Academy Digital Platform, my personal goal of averaging $500k-1M per month in AUM is completely reasonable and attainable. I’ve closed significant AUM dollars all while doing the right things to help clients meet their goals, and the momentum is just starting.”
Surya Metzler
Newport Wealth Advisors
“The Retirement Wealth Academy has been a great platform to help align the interests of my audience and my business in an educational environment. This resource has allowed me to cut my marketing costs significantly and my most recent event has produced $2.1M in only 2 months, with the potential for an additional $2-4M from pending clients.”
Learn more by requesting your personalized web demo with our Business Development Team.
*Results from using the financial planning process
vary and no results can be guaranteed by using our program.
vary and no results can be guaranteed by using our program.