Onboarding Process for Financial Advisors

Our 4-step
onboarding process

STEP 1 Preliminary Transition

You've planned, coached, and supported others your entire career. Now it's our turn to help you with a proactive outline to map out a future with Bellwether that puts you first.

STEP 2 Solution Implementation

We'll introduce you to the team that is dedicated to you, your peers, and your clients to ensure a smooth transition process. And then you'll meet the rest, who are there to support your continued growth.

STEP 3 Training & Autonomy

Once you're familiarized with your support team and how we generally operate, we'll take a closer look at processes and software training together. We firmly believe that advisor autonomy is integral to their satisfaction and success, and by introducing you to the tools and processes designed to propel your growth, we'll know you're fully equipped to thrive.

STEP 4 Welcome to the Bellwether Team

You made the decision, brought over your clients, and onboarded them from start to finish in a matter of weeks (not months) through our proprietary software. You're part of the team now, and that comes with our continued support. By being part of something bigger, we can all build something bigger.

Your Next Move

Change is rarely easy, and for career decisions, it can be even more daunting. That's why we've invested in a team of transition specialists, proprietary AI-enhanced onboarding software, and processes to make it as seamless as possible. From there, you'll receive ongoing support that speaks for itself. Since joining, we’ve seen:

33%

average growth of households served

43%

average growth of advisors’ book size

97%

retention rate of Bellwether clients

100%

retention rate of partnered advisors

When it comes to investment management there are lots of choices, but our decision to partner with Bellwether has made a significant difference to our business. We've seen a decrease in fees and an increase in client performance, satisfaction, and relationships. Making this move to Bellwether has provided efficiencies and increased our referrals.

Richard Heinrich & Mark Parlee, Senior Family Wealth Advisors, joined in 2018

We all know the industry is changing. I needed a firm that was nimble, creative, and most importantly, responsive to advisor input—with a sense of shared agenda. Bellwether provided all of that, and reminded me of what it was like to be part of a team. I'm able to serve my clients' best interests, while remaining secure in the knowledge that it's also the best way to serve the interests of my business. Big enough to compete, small enough to maneuver and innovate, and accountable - that's what I was after. That's what I found in Bellwether.

Alan Cameron, Senior Family Wealth Advisor, Joined in 2017

Since joining Bellwether, our entire team has become more effective, in tune, and highly motivated. Our clients have already noticed the timeliness and improvements in the information they receive. An improved understanding of their holdings has led to increased productivity in meetings, and the planning they receive has expanded beyond traditional barriers. For our business, the decision to join Bellwether was the right one. A very good one. And our clients agree.