Financial Partners Group

Financial Partners Group is looking for a Marketing and Client Services Specialist. Please view the description and contact us if you are interested or know someone who might be a great fit. Financial Partners Group, a place to Thrive. https://lnkd.in/gwJkcynW

Financial Partners Group, LLC has experienced a significant amount of growth, both organically and with new advisors/teams choosing FPG as a “place to call home”. Earlier this year ,Jay Mooreland, CFP, MS, agreed to a partnership as our Chief Behavioral Officer. In a few short months, he has had a very nice positive impact with our advisors/teams as a strategic coach to enhance the investor experience. He also has provided vital input in developing important messaging on how clients make decisions from a psychological perspective, via client seminars, monthly communications, podcasts and updated websites. We believe this will be a valuable resource for our existing advisors/teams and those that choose us as their new home. In an effort to truly expand our overall marketplace and communities, we are looking to identify a seasoned, successful individual, to become our Chief Growth Officer. Our business model will be attracting both IARs and RIAs to multiple custodians. Additionally, new acquisitions of succession planning/opportunities and fostering the relationships with partners at Osaic Wealth, Inc and Osaic Advisory Services. The job description is attached. For qualified candidates, please submit your resume directly to me at [email protected]?utm_source=linkedin

We are excited to announce that Seth Kimmel and Megan Wolfe of Kimmel Financial Services have joined Financial Partners Group and Osaic Wealth, Inc. Seth founded Kimmel Financial Services in Huntington, IN, over nine years ago and has approximately $135 AUM. He has more than 17 years of experience in the financial industry, with a background at LPL Financial and OneAmerica Securities. Two years ago, Seth welcomed Megan Wolfe to his team to help manage the practice and develop her own career. Megan brings over seven years of expertise in financial management roles. Both Seth and Megan are Huntington, IN natives and are passionate about serving and uplifting their community. Why FPG: Seth and Megan chose Financial Partners Group and Osaic Wealth, Inc. for their comprehensive transition support, a collaborative partnership, growth opportunities, succession planning/acquisitions, and alliance networking agreements. We are thrilled to welcome them and look forward to their continued success.

Financial Partners Group is excited to announce that we have engaged Jay Mooreland as the new Chief Behavioral Officer of Financial Partners Group. Jay has many years of experience coaching and applying behavioral finance principles to advisors’ practices. He joins FPG with the primary objective of helping FPG and its advisors improve the investor experience. Jay will assist FPG with its initiatives, marketing, recruiting, and communications, both internally and externally. He will also provide insight and turnkey solutions to enhance our advisor and client relationships. This will translate into a differentiated and superior experience that advisors can offer clients and prospects. Advisors can expect less emotional client reactions and greater trust in the advisor’s advice and plan - which will result in improved advisor performance. Advisors have the opportunity to engage Jay in one on one, in-person coaching about their practice. Jay will work with each advisor or team based on their individual needs and desires. He will encourage and help advisors formulate an engaging client and prospect communication strategy, help them set up and share on social media, and develop engaging slides and agendas for client meetings among other things. Advisors that engage Jay will also get access to the Behavioral Finance Network, which includes weekly coaching messages, many behavioral applications that will improve the investor experience such as a Behavioral Policy Statement, and timely behavioral content and messages to share with clients. In addition, all advisors and teams will have the opportunity to have Jay conduct Mind Games and Fireside Chat seminars. All of these are meant to improve the investor experience and increase the advisor’s value to both prospects and clients. Financial Partners Group, a place to call home for advisors and their clients.

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Financial Partners Group is excited to share our new office space in Lafayette, Indiana! Be sure to visit us at 216 N. 6th Street, Lafayette, IN 47901! Financial Partners Group, a place to call home for advisors and their clients. Timothy Johnston

Financial Partners Group is excited to announce that Joel Harris, Financial Advisor, has chosen our Firm and Osaic Wealth Inc. as his new home. Joel has cultivated a thriving practice over the past 18 years, guided by four fundamental principles: communication, stewardship, transparency, and family. He is passionate about empowering his clients to achieve their financial goals and believes in keeping fees low, ensuring that more of their hard-earned money works for them. Joel’s partnership aligns perfectly with our values and mission by exemplifying integrity, reliability, and best-in-class client service. We are thrilled to welcome Joel and look forward to our new business partnership. Please join us in extending a warm welcome to him! Financial Partners Group, LLC … a place to call home for advisors and their clients!

We are excited to share that Financial Partners Group, LLC continues to accelerate growth with our team of professional, transparent advisors, expanding our footprint in the marketplace. We're excited to announce that Kelly Fennelly, MBA, CFP, Jack Evans, CFP, and Jamie Wolsiefer, MBA, have opened a new branch office in Greenwood, Indiana! Last month, we celebrated with a ribbon-cutting ceremony attended by Greenwood Mayor Mark Myers. We extend our heartfelt thanks to Aspire Economic Development for their support. Kelly, Jack, and Jami are consummate professionals meeting their clients’ ever evolving financial objectives with holistic financial planning and solutions. Kelly has her MBA and CFP, Jack his CFP and in the master’s program at Notre Dame (his alma mater), and Jamie her MBA and soon her CFP. Quite the team committed to long term education and act on behalf of their clientele in a fiduciary manner. ?? New Greenwood Location: 170 Airport Parkway, Suite B, Greenwood, IN 46142 Please join me in celebrating their new office location in addition to the main branch office in Carmel Indiana! Financial Partners Group, LLC a “place to call home for advisors and their clients”.

Another on point and excellent piece from Jay!! Appreciate our partnership!