Glen Pier, CFF®, BPC
Founder, Infinity Wealth Management
Glen’s Prosperity Story: Grew AUM by $132 Million and Improved Marketing Efforts and Impact
Think you’ve seen it all when it comes to business growth and development? Take it from an ambitious and accomplished advisor, Glen Pier, Certified Financial Fiduciary®, BPC.
According to him, our unique combination of processes and coaching, partnership structure, and truly collaborative approach is “not only a game changer” but “a complete 180 from absolutely everything else out there.”
Glen’s Success by the Numbers
Working with Prosperity Capital Advisors has helped Glen significantly increase his planning capabilities as an advisor and his revenue as a business owner. See how our support, resources, and partnership structure have contributed to his growth and ability to “make even more of a difference” in the lives of his clients and staff.
Here’s How
Glen’s breakthrough came when he discovered Prosperity Capital Advisors offered solutions to the exact problems that had been frustrating him for years — how to differentiate his firm, market it accordingly, and ensure it can scale and last.
Processes That Elevate Your Client Service and Capabilities
Glen came to us because he wanted to set his firm apart from the rest in his market and gain a competitive advantage. He believes that the intellectual property behind our processes is the key “differentiation of what we have as a firm and my practice.”
This includes our proprietary processes and trainings of The Bucket Plan® methodology, The Tax Management Journey®, and core practice management strategies taught in The Teamwork Movement.
According to Glen, delivering his clients a comprehensive plan consisting of “all Five Pillars of Wealth Management on the advisory side” (financial planning, asset management, tax management, protection planning, and legacy planning) is so different from the fragmented approaches most advisor-serving organizations offer.
A Creative, Collaborative Marketing Agency
In his previous experiences, Glen felt that other marketing agencies tried to overlay generic messages over his brand rather than understand his unique approach. However, Prosperity Financial Marketing gave Glen a “real opportunity to reflect and then say, you know, this is my differentiation, and I want to get that in my marketing.”
Once we created personalized campaigns to convey his unique messaging to ideal clients and prospects, he “felt like my voice was actually in the marketing content. That’s what really got me excited.”
Glen’s verdict? “I would definitely recommend them because it just feels like I’m being seen and heard and that all that information about us, our firm, my team, is being put into that marketing material, and I feel like they have a great team of different experts.”
Partnership Program Driving Collective Success
Part of what drew Glen to Prosperity Capital Advisors was the desire to grow and build a practice with a continuity plan.
Unlike traditional advisor networks where you’re essentially renting space and paying fees, Prosperity partners receive equity stakes in the firm’s growth based on their performance and standing each year. According to Glen, having an ownership mindset that “we’re all in the same boat, rowing in the same direction” has helped give him more responsibility and drive to succeed together.
He’s not only building real wealth through appreciation but also establishing his firm’s legacy. “It makes me feel better,” he says, knowing there will be a place for his staff and those who depend on him in his legacy plan.
