Elevate Your Practice with Twin Peak Wealth Advisors
Unlock Multi-Family Office Capabilities For Your High Net Worth Clients
Empowering Elite Advisors
to Scale Their Practice
Our Unique Value Proposition
Capture More Wallet Share with Expanded Service Offerings for Existing Clients
- Multi-custodian capabilities^
- Prospects with Fidelity/Schwab retail accounts don’t need to move their accounts for you to manage them. Keep account history and account numbers
- 401(k) management through Pontera, in addition to accessing Fidelity’s BrokerageLink and Schwab’s PCRA
- Enable more passive AUM growth
- High Yield Savings accounts with advisor compensation
- Insurance planning partnerships with many carriers
- Offer Estate Planning services
- Clients can go to local branches for check deposits, etc.
Specialized Expertise
- Focus on tech professionals with equity compensation
- Expertise in stock option planning (ISOs, NSOs, Alternative Minimum Tax)
- CPA Partnerships to advise on IPOs and tender offers
- Tax planning
Cutting Edge Technology
- Clients can go to local branches for check deposits, etc.
- Best-in-class platforms for advisors and clients
- Black Diamond, eMoney, Nitrogen, Superhuman, Apollo, Pageport, Copilot, Salesforce, Slack, Zoom, Box, Loom, Canva, ZoomInfo, Holistiplan, Tax status, and more
- Seamless integration across services
Diverse Investment Platform
- Wide array of alternative investments (Direct to sponsor, Schwab AI, Fidelity AI, and more)
- Private Real Estate, Private Equity, Private Credit, and Venture Capital
- Structured notes and more
24-Hour Administrative Support
- Around-the-clock coverage across multiple time zones
- Admins in West Coast, Central, and India
- Accelerated task completion with overnight processing
Advisor Success Story:
3X Practice Growth in 3 Years
An advisor joined our firm with $300,000 in recurring revenue. In just three years, his revenue skyrocketed to over $ 1,000,000. Here’s how we helped him achieve this remarkable growth:
Revenue Expansion
- Diversified Revenue Streams
- Expanded product and service offerings
- Managed held-away assets (401(k)s) with Pontera
- Added alternative investments, estate planning, and high-yield savings accounts
- Multi-Custodian Approach
- Integrated Schwab and Fidelity as custodians
- Leveraged Fidelity BrokerageLink and Schwab PCRA for workplace retirement accounts
- Enhanced Sales Strategies
- Implemented regular sales training programs
- Introduced new client relationships within the firm
- Optimized Financials
- Negotiated better TAMP pricing for higher margins
- Executed a strategic fee increase, growing revenue by six figures
Comprehensive Marketing Support
- Email drip campaigns and sequencing
- LinkedIn content creation and automation
- Customized marketing materials (decks, landing pages, one pagers)
- Monthly newsletters and timeline notifications
- SEC-compliant online reviews
- Inbound referral generation
Elevated Client Experience
- Regular Client Events
- Increased from one event annually to monthly events.
- All aspects of event hosting handled by team: venue/vendor selection, invitations, food and beverage arrangements, event photographer, day-of logistics, post-event follow-up, surveys, and more.
- Dedicated Support Team
- Investment insights associate for portfolio management
- Financial planning associate for comprehensive planning
- 4 full-time admins for service requests and operations
- Proactive Client Communication
- Implemented productive meeting agendas and summaries
Scalability Enhancements
- Team Expansion
- 2-advisor model for workload distribution
- Client Portfolio Optimization
- Strategically offloaded small accounts to create capacity
- Efficient Communication
- Developed template emails for routine interactions
- Proactive Growth Management
- Anticipated hiring needs to maintain service quality
