Johnson Tate Wealth Management Franchise - Investment Franchise

Owning a JTWAG Wealth Management Franchise may be right for you - If you are a successful professional (CPA, insurance professional, broker, realtor, sales, etc.) with exceptional relationships, you have achieved proven success in your career, cultivated relationships along the way and now have an established network. That ability to cultivate relationships transcends industries.

At JTWAG, we can offer you an entrepreneurial platform to use your relationship building skills in a robust new career as a Wealth Advisor. As an owner of a JTWAG franchise, you will have the opportunity to grow a successful Wealth Advisory practice your way by leveraging our unparalleled business model, comprehensive support center and academically disciplined investment approach.

JTWAG offers a unique approach to the Wealth Advisory business. In addition to a team of in-house professionals with wealth management and tax expertise, you will have the support of a team of portfolio managers, back office staff, traders and compliance officers. The JTWAG team is dedicated to supporting you with a comprehensive training curriculum, continual mentoring, an array of financial tools and technology. Franchising through JT will enable you to grow a lucrative practice of wealth management clientele. Ensuring your Wealth Advisory practice is successful is our primary focus.

In order to achieve your goals rapidly and bypass the many years that financial advisors typically spend building up their practices – our franchisees focus on the key business-building and client relationship management techniques that have been shown to yield early, significant results. By showing you how to leverage the best practices of the top financial advisors in the industry, our Investment Bootcamp eliminates the long period of trial and error that other financial advisors must go through.

As a JTWAG franchisee you will become an expert in attracting and acquiring clients from market niches within your core competencies. Your focus will be on expanding existing relationships that will enable you to effectively grow your Wealth Advisory practice. Our focus is to provide you all the tools to support needed to run your practice – a world-class practice. Our goal is to help you generate positive cash flow sooner than almost any other franchise opportunity available.

Market Need
After decades of smoke and mirrors, Wall Street is officially broken. The mortgage fall out, the credit crisis, giant investment firms folding, etc. Everyday there is some major embarrassment to the financial services industry. This is an embarrassment that usually leaves investors with less money than they started out with in spite of paying enormous fees for “expert” advice. This behavior is unethical if not criminal and has placed the investment industry in dire need of reform.

At Johnston Tate Wealth Advisory, our guiding principles are clearly different in that we are completely committed to integrity, service, transparency and expertise.We are both professionals and fiduciaries dedicated to acting as stewards for the financial well being of our clients. Delivering the responsible wealth management strategies through our network of franchisees employing superior investment principles developed to lower expenses, limit risk and enhance performance.

The Opportunity
The environment today is widespread with opportunity for Wealth Advisors who wish to serve affluent clients better. Not only is the affluent market large and growing larger, it’s clear that a large majority of wealthy individuals are being underserved if not abused in their current financial advisory relationship. An estimated $30 trillion is changing hands over the next 20 years. Within the next 5 years alone there’s an expected $5 trillion (yes – trillion) more in investable assets coming to market, resulting in $35 billion of new revenue opportunities for financial advisors - there has never been a better time. Your opportunity is truly unlimited.

Johnston Tate franchise opportunities are available for qualified candidates. If you have a strong business acumen, great relationships, and the financial wherewithal to expand your business, then please complete the form below.

This opportunity is not available in the following states:
AK ,CT ,GA ,HI ,ID ,IL ,IN ,IA ,KY ,MD ,MI ,MN ,MS ,NE ,NY ,ND ,RI ,SD ,UT ,VA ,WA ,WI ,DC

This web site and the information contained herein does not constitute the offer or sale of a franchise. There are certain states that require the registration of a FDD before the franchisor can advertise or offer the franchise in that state. This franchise may not be registered in all registration states and may not offer franchises to residents of those states or to persons wishing to locate a franchise in those states. The offer and sale of a franchise can only be made through the delivery and receipt of a Franchise Disclosure Document (FDD).

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