Introducing Trust Advisory Group’s TAG 2.0: an innovative approach to managing the future of financial advising.
TAG 2.0 next-generation financial management offers a built-in mechanism — the proprietary TAG TEAM model — that develops fresh talent and seamlessly transitions senior advisors, their clients and their assets to the next generation to ensure business continuity and peace of mind for everyone involved.
Whether you’re thinking about retiring soon or still have a decade (or more) to work, TAG TEAMs enable you to customize your journey as you transition away from your practice. Under this model, you will personally select your successor from our team of younger TAG-trained wealth associates (or from your own team), mentoring them as you work together to transition client relationships – all on your own timeline.
I am excited to unveil our TAG TEAM model, which I believe is a truly unique approach to helping a growing number of advisors transition their business to the next generation over the next few years. If we can help a retiring advisor transition her book of business to someone she can personally mentor to ensure her clients are in the best possible hands for their future, that gives peace of mind to everyone involved. – Bill McCance, President, Trust Advisory Group, Ltd.
State and federal regulators have increased their focus on clients’ best interests. As financial advisors continue to age out of the business, senior advisors must prepare for heightened scrutiny around “best interest” and succession planning. The TAG TEAM model takes care of all business continuity and succession planning requirements and puts you in control of your retirement. Learn more about TAG’s Full- and Semi-Retirement Programs.
We know that you have put a lifetime into building your practice and that your clients aren’t just clients, but friends. The TAG TEAM model reassures clients that:
We’re committed to learning your processes and maintaining your clients’ comfort levels during the transition phase. We will never change an existing portfolio unless it’s in the client’s best financial interest and we’ve clearly communicated our recommendations and verified the client’s understanding.
At TAG clients are always in control of their money.
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At no cost to you, we will show you how a practice is valued and give you a planning concept that you can take to your clients immediately.
As a first step, we invite you to use the Truelytics Peer Benchmark Calculator to benchmark your firm against others in the industry.