– Mike Miller, CFP®, CKA®, CLU®
Former President and CEO of PlanFIRST
Sr. Private Wealth Advisor, Partner of Blue Trust
Culture: Participate in our covenantal culture where advisors desire to help clients make wise financial decisions based on biblical wisdom, emphasizing posterity and generosity.
Financial Planning Focus: Believe in foundation of financial planning and able to integrate it into counsel.
Investment Objectives: Offering goals-based investing and tying investment strategies to a client’s long-term planning objectives.
Continued Engagement: Desire to stay engaged post transition.
Growth Focused: Track record of growth and growth-minded leadership and mindset.
Fee Based: If not already fee-only, commit to move to that model, reinforcing objectivity in client advisement.
Our experienced team offers the following centralized support and operational efficiencies.
The prospect of joining a new firm can be overwhelming. We have extensive experience, a dedicated transition team, and local managing directors to guide you through the process and make it as seamless as possible for you, your employees, and your clients.
A mutual evaluation period to determine if the two organizations are a good cultural and strategic fit.
Determine critical success factors, potential challenges, and possible solutions. Assign roles and responsibilities based on these findings. Timeframe and complexity vary depending on the size of your practice.
Implement a comprehensive plan for the transition of team members and clients to Blue Trust. Execute complete transition including client communication, consent, and repapering processes.
You continue serving clients. We begin overseeing and supporting you and your team by performing back-office functions.
Our firm was founded on biblical principles of financial management. Comprehensive financial planning is a cornerstone of our business, and we have extensive resources and a proven fee-only structure for our services.