Are you an advisor who is tired of the traditional
ways of doing things?
Welcome to the The Wealth Boutique. We are one of the fastest growing, women-owned and operated financial firms in the USA. We were built on the idea of doing things differently. At The Wealth Boutique, we give you permission to be who you were meant to be.
Founder, Jessica Weaver, knows all too well what the old-boy’s club is like. After working in an all-male office she quickly realized how that was stunting her career & personal growth. She started to envision what the power of surrounding herself with all women who had the same goals could look like.
“I was the only woman advisor in the firm, as well as being a working mom at that. I quickly learned that being a mom of young children, I couldn’t and wouldn’t work the same way as my male colleagues . If I did, it would mean being out every night of the week and missing my children’s bedtime. Working smarter became my motto and I’ve been able to help women more than ever, on a higher level, grow my business, and make it home for bedtime 6 nights of the week. How? Because I team up with women who add value, I constantly perfect my money strategies, and I push myself everyday to become a better advisor. We are a strong team of remarkable women who have come together for one mission of helping women around the globe level up their wealth.”
Are you a good fit for the
The Wealth Boutique?
Are you tired of leaving your personal self behind when it comes to your work?
You have out of the box ideas and your current firm is squashing them?
You are ready to run your own business but have someone who helps you along the way with motivation, community & the technology suite.
You’re a highly motivated individual who is ready to finally make those dreams happen!
What makes The WB different?
We want you to be yourself and draw the right clients to you using those strengths
We have a huge resource library for you to take advantage of that includes programs on running your business (branding, marketing, sales & support) as well as the more creative side (like developing a plan for speaking engagements or writing a book). You also get access to Jessica Weaver’s LIFT program, all about money mindset.
We have an in-house marketing team ready for you to launch your brand into world. Take advantage of add-on services; website development, overall business strategy, social media management and more!
Monthly meetings with all the advisors for support and trainings!
A podcast… a magazine… exclusive events throughout the year! We are here to help showcase you!
The Opportunity
At the The Wealth Boutique you get to create your own business under the WWB umbrella. You have access to….
Creative team to build out your logo, website, social media pillars and strategy.
WB Monthly Newsletter Content to use with your audience
Podcast: Women Behind the Millions, you’ll be a guest and you can invite guests on!
Annual Magazine with your article contribution
Monthly trainings including: PR Challenge, Sales Training, Asset Protection Training, Escape the Broker Dealer Series, From Best Seller to Booked Out.
New leads and opportunities through our web presence.
Technology Suite includes: Orion, Money Guide Pro, RedTail, Microsoft 365, phone system app.
Speaker Summit: speak at one of our summits and receive an edited version of your talk and book more stages!
PR opportunities, press releases, leads, and trainings
Monthly accountability check-in’s with points chart. Win prizes!
In person events and retreats throughout the year.
Collaboration, mentoring, and sharing opportunities with the other female advisors.
Our social media, email list, and network will promote you and your events, talks, and endeavors!
Be a part of a movement in the financial industry for women while having your own voice, firm, and audience!
The Process
If you’re ready to join The WB do note there is currently a 6-month waiting period. However, this is the perfect opportunity to start crafting your business.
You’ve decided it’s a go officially, then you’ll pick an onboarding date and we will help you sort through the logistics of it all. Are you leaving a firm with crazy rules? Is it going to be an easy transition? We’ve seen it all.
Once the date is set, then you’ll work with our creative director, Ilissa, as well as Jessica, to decide on what direction you’re going to take your business. From there you have the option to work with the in-house creative team on the forward facing side of your business; website development, social media, all the things you could probably never do before.
When the day comes, you’ll have our amazing team helps you transition your clients over. You also have access to the transition team for 30 days after you transition for those backend questions that always arise. Have a direct operations manager to assist with their transition, onboarding to the new technology, and ongoing support sessions.
Being fully on-boarded, you’ll have access to our monthly group meetings for support and training. You’ll be able to access a monthly group call with the creative team, too.
Frequently Asked Questions
Do I brand under The WB or my own firm?
You get to leverage the credibility of the The Wealth Boutique while having your own voice! You get to have your own brand, logo, website, social media to showcase you and what you are building! We want you to shine, we encourage you to have your own brand, we even work with you to build it! Through our Creative Suite, you work with our team of branding and marketing experts to build a website, your logo, create a social media campaign, and any other digital assets. Or we can freshen up what you've already created!
What do I get from joining The WB?
Your full service technology suite including email and phone systems, Orion, Money Guide Pro, and Redtail CRM system. Email through microsoft office 365, phone system with 3CX.
Legal and compliance oversight.support.
Transition support.
Ongoing monthly training including: Building your sales pipeline, Escaping the Broker Dealer, PR Training: launching your PR campaign, and Building your Ideal Practice.
Accountability and ongoing support through our Biz Boost System, accountability buddy, and small group training.
Exposure to the Press through our Podcast: Women Behind the Millions and article published in our Magazine.
Community and Events to meet and collaborate with other female advisors, in person and virtual!
Book Publishing through our #pinkfix Productions, we will publish your future Best Selling Book!
Am I a W2 employee or 1099?
You are a 1099 contractor under our RIA.
Does it matter what state I am in?
No, our advisors are located in various states in the US. Our mission is to have an advisor in every state!
What is an RIA?
A registered investment adviser (RIA) is a firm that advises clients on securities investments and may manage their investment portfolios. RIAs are registered with either the U.S. Securities and Exchange Commission (SEC) or state securities administrators.
RIAs have fiduciary obligations to their clients, meaning that they have a fundamental duty to always and only provide investment advice that is in their clients’ best interests.
What about compliance?
We have a proactive compliance team.
What are the costs associated with being on with The WB?
Thw WB receives an override to be on our platform or a flat fee based on your current AUM production.
Are you going to give me clients?
Yes, we consistently receive new leads that are filtered out to our advisors.
I’m a new advisor, is this for me?
Yes, you can learn the industry under one of our lead advisors, partner with another advisor, or grow your own business with a team of support, ongoing trainings, and leadership.
I’ve been an advisor for a while, is this for me?
If you are looking for what’s next in my career, and ready to gain exposure and credibility as a thought leader in the industry, this is for you. We help position you, give you instant credibility, and build out your network. We can assist you with preparing your book for a sale and transitioning out of the industry when that time comes.
What tech platforms do you use?
Orion, Redtail, MoneyGuide Pro, Microsoft Office 365, 3CX phone system, Podia & Dubsado
I’m coming from a large corporate firm, how is this different?
You will be moving from an employee building someone else’s book to being an employer building your own book!