PARTNERING WITH ATLAS
Success has a different definition for everyone, and our business models are adaptable to your vision, and enable you to achieve your goals. Our broad range of products and solutions allows you to better serve your clients, grow your practice, and retain more of your generated revenue. By becoming an Atlas PWA partner, we can help you take your business to the next level – on your terms.
PARTNER WITH US. STAY INDEPENDENT.
By joining our network and enjoying the backing of an established firm, you’ll retain your independence with the benefit of the full resources of Atlas PWA: technology, lower startup costs, and shared overhead. Our dedicated onboarding support and transition team work to ensure a seamless integration of your practice to the Atlas family. You know what you need to succeed, and we want to help you on your path.
Atlas Succession & Continuity Planning
No matter the size of your practice, the first step to an exemplary advisory career is determining the value of your business. A career in advisory hinges on long-term trust. And that trust is built on the foundation of protection and planning. No matter where you are with your practice, in size or scope, Atlas can help you get a full sense of your business needs to achieve top success, regardless of your personal career strategy.
Through the establishment of a practical, long-term plan and succession strategy, our resources and full-service approach can provide your practice with what it needs to be successful and sustainable. Independent financial advisors are often beholden to the reality of their practice living and dying on one person - with Atlas, your clients and business have zero vulnerability to any unexpected change in ownership. An illness or an accident can erase years of built-up equity value— and client trust—in a heartbeat. Atlas protects your value and your business.
partnership models
Atlas Partner
Partners who join the Atlas family share our commitment in bringing the Atlas mission to their clients. In tandem with our firm, partners are afforded the opportunity for full integration into the existing Atlas infrastructure. This includes the potential to grow your practice with marketing support, unique client event experiences and access to our existing and growing client base. Experience the Ease of Doing Business with access to existing real estate, technology, administrative support, and a suite of Fintech vendors. And invaluable to our partners is Personal Development at Atlas, offering equity in the firm and mentorship built around our founding principles.
1
PRACTICE GROWTH
Marketing support, access to unique client event experiences and a chance to work with new and existing Atlas clients.
2
EASE OF DOING BUSINESS
Access to existing real estate, administrative support and a suite of Fintech vendors.
3
PERSONAL DEVELOPMENT
Equity in the firm and mentorship from the founding principles.
Atlas Affiliate
Atlas Affiliates is a platform for financial advisors seeking bigger and better opportunities for their practice. Taking your business under the Atlas umbrella can offer you the size, scale and leverage of our firm, all in the service of maintaining your practice’s independence and letting you grow on your own terms. Achieve the highest payouts and invest your extra capital back into your business, structuring it how you want.
Tools & Resources
LPL FINANCIAL
The professionals at Atlas PWA have partnered with LPL Financial, the nation’s largest independent broker/dealer. This partnership gives our advisors the research, technology, and resources of a larger agency while maintaining the flexibility and freedom needed to best serve clients.
ATLAS 360°
Atlas 360° is an advanced planning integrated solution which enables our wealth advisors to plan for all clients regardless of financial situation. Industry-leading Client Portal that shows our clients what their future looks like by taking their plan out of spreadsheets and bringing it to life.
SELF CLEARING
LPL Financial clears trades more efficiently by processing all operations from a single location. Self-clearing allows us to consolidate account statements, streamlined compliance procedures, automate trade credit for electronically placed trades - all on a cost-free basis for all accounts. This eliminates the need for a third-party vendor, which can result in significantly reduced costs.
OUR BUSINESS PLATFORM
Our comprehensive business platform, ClientWorks, is built to improve operational efficiency. This intuitive system offers a single location to access all client account types, access data, and process business. By utilizing our trading platform, financial planning platform, and CRM systems, we help our partners become even more efficient.
