TAG 2.0 is a new take on financial advisory services that combines the best of all worlds: the fresh thinking, creativity and enthusiasm of a start-up division; the friendly, family atmosphere of a small firm, and the security and stability of a 30-year-old institution (TAG Group, Inc.). TAG 2.0 infuses old-world morals and ethics into the next generation of financial advice. Read more about how TAG is not your average financial advisory.
Almost half of all financial advisors in the country are over age 55. What happens when these advisors retire and who will help manage all their clients’ wealth?
TAG 2.0 is positioned to ease the transition of hundreds of millions of dollars of wealth ready to move from one generation to the next over the coming years.
The TAG TEAM Model
The TAG TEAM model is an innovative approach to managing the future of financial advising. TAG TEAMs have a built-in mechanism to develop fresh talent and seamlessly transition advisors, clients and their assets to ensure continuity and peace of mind for everyone involved.
TAG will purchase books of business for the Wealth Associates it develops. Our TAG 2.0 Wealth Associates work alongside one of TAG’s 100+ seasoned advisors who have been personally managing their client relationships for years, sometimes decades. These advisors have built their business on good old-fashioned values, hard work and performance, and are too invested in their client relationships to simply hand them off to a stranger. Who better to teach those coming up in the profession the right way to do it? Not until the time is right will they hand off the baton to the Wealth Associate they have mentored. Learn more about the TAG TEAM model and more about taking control of your retirement with the TAG Transition Process.
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.
For TAG 2.0 Wealth Associate Candidates
Do you want to work in the exciting and rewarding field of Advisory Services, but think you don’t have the experience? At TAG 2.0, you will learn how to do it right from day one, with hands-on mentoring from our current advisors who truly care about their clients’ future well-being. They know their clients better than anyone and will choose just the right Wealth Associate from the team to ensure the perfect fit for their TAG TEAM. The opportunity to grow your business is limitless. Apply now! More for TAG TEAM Candidates.
For Transitioning Advisors – Move On Up
Are you an advisor looking forward to retirement or want to make sure you have a succession plan in place, just in case? We know that you have put a lifetime into building your practice and that your clients aren’t just clients, but friends. Let the TAG TEAM show how we would treat your clients and help you monetize your retirement.The TAG TEAM is a unique model that enables advisors who are transitioning their business to help select their replacements and then personally mentor them as they work together to ultimately take over the client relationship. You have worked too hard for your clients to simply turn them over to a stranger. Learn more about the TAG TEAM model and transitioning with TAG.