Lenox Advisors is a single resource for comprehensive, fully integrated wealth management services. By collaborating across practice areas, our firm's highly specialized and skilled professionals create customized strategies to help your clients achieve their financial goals.
Imagine joining a team with one of the best business models in the industry. One that Investment Advisor describes as the “epitome of wealth management done right.” A team that “typifies the successful wealth management firm.” *
Is your practice growing?
- Are you happy with your level of clients?
- Do you have a plan to increase that level?
How do your clients view you?
- As an insurance agent? Wealth manager? Financial advisor?
- Are you part of an insurance agency or a comprehensive wealth management firm?
Are you reaching your full potential?
- Are you making the amount of money you want?
Are you your own infrastructure?
- What kind of support do you currently enjoy?
– Accounting – Licensing and appointments
– Facilities – Compliance
– Human Resources – Technology
– Marketing
What kind of professional development can you access?
Do you have access to corporate-endorsed benefits enrollments to afford you leads?
- With customized products only you can provide?
Is there a case design team available to you?
Are sales coaches and mentors available to help build your business?
- Are they top-tier producers themselves?
To what type of planning platform are you currently “selling”?
- Is full-service financial planning one of the services you can offer clients?
Does your practice enjoy big-company branding and marketing support?
- Do you have the resources of a publicly-traded company at your disposal?
Are you having fun?
