Page 117 - Cityview Jan-Feb 2017

WHERE SUCCESS RESIDESSuccessful nancial advisors spend the majority of their time serving clients. But for the breakaway advisor just starting out this may be far from the actual case. Starting your own practice can be expensive and time consuming. Now there’s a way to own your own practice and escape the high costs of banks and wire houses. Here’s how we help you build a be er practice...for your clients and yourself.Successful nancial advisors spend the majority of their time serving clients. But for the breakaway advisorjust starting out this may be far from the actual case. Starting your own practice can be expensive and time consuming. Now there’s a way to own your own practice and escape the high costs of banks and wire houses.Here’s how we help you build a be er practice... for your clients and yourself.FlexibilitySince 2008, we have been working to support our team of nancial advisors build their own practices. We know that each advisor runs their business di erently and ina way that will put their clients’ needs ahead of their own. Our systems o er the exibility to do just that by le ing you focus on what ma ers most—the client.Less OverheadBecause we don’t have corporate o ces or a stock price to support, there are no revenue goals.You can determine the fees you charge to your clients and retain a higher percentage of the income. Therefore, you can be er serve fewer clients for the same income paid by a bank or wire house.Infrastructure and Transitional Support The easiest way to build and maintain those relationships is by having the technology in place to create e ciency and e ectiveness in your o ce. Visionary Horizons provides all of its nancial advisors with a proprietary software and compliance program to manage all operations and provide the technologyto completely automate your practice.FreedomJoin our elite team of professionals and begin providing thebest possible service to your clients in a virtually worry free environment. If you like the concept then it’s time to jointhe team at Visionary Horizons Wealth Management, a company as dedicated to its nancial advisors as it is to its clients.− Roger Kiger Email: info@visionaryhorizons.comVisionary Horizons Wealth Management is a Registered Investment Advisor that requires clients establish brokerage accounts with the Schwab Institutional® division of Charles Schwab & Co., Inc. (Schwab), a FINRA-registered broker-dealer, member SIPC, to maintain custody of clients’ assets and to effect trades for their accounts. Visionary Horizons Wealth Management is independently owned and operated and not af liated with Schwab. Visionary Horizons, LLC may only transact business in those states in which it is registered, or in which it quali es for an exemption or exclusion from registration requirements. Registration as an investment advisor does not constitute an endorsement of the rm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability.