Find Out How to Increase Revenues Without Increasing Client Fees

Download the case study now.

“There is no reason not to join WealthPlan. You can do more for your clients while charging them less. And you control your own expenses, so you can keep more money in your pocket.”

Chuck Prather, Financial Planner, WealthPlan Partners

Looking for something better for your advisory career?

After three decades at various credit unions and wirehouses, Chuck Prather was ready for something different.

He found it at WealthPlan Group.

Download the case study to learn:

How WealthPlan took over his back-office and compliance management duties
What he did to increase his payout while keeping costs low for his clients.
Why more free time has been a key part of his ability to grow.

Download now

WealthPlan Group, 2022

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