Who We Work With
Embracing the Personal CFO Platform with Evolv is the key to unlocking enhanced capabilities and new opportunities without sacrificing more of your valuable time.
We collaborate with advisors contemplating a change from their current firm, whether it’s breaking away from a wirehouse, leaving a bank or RIA, or creating a sustainable succession plan. By adopting the Personal CFO model, we’ll help you make the most of the time you spend with clients and capture a greater (or the entirety) of their financial wallet share.
Their default answer is no. This limits the advice, and therefore value you can deliver to your clients, not to mention your ability to build wealth for yourself. Evolv is an RIA focused on freedom and flexibility, creating solutions clients want and need and assisting advisors in building real wealth for
themselves.
The vast amount of time wasted on paperwork and compliance prevents you from focusing on your clients. Evolv’s goal is to make you as efficient as possible with less paperwork and fewer roadblocks, resulting in happier advisors and happier clients.
Frustration
You may find yourself asking, what am I really gaining from the 50-60% of revenue I give up? As I generate higher levels of revenue, this structure benefits the firm more than it does me; not to mention the compensation structure changes regularly and can be confusing.
At Evolv, we’re all about transparency of income and helping our advisors increase profitability as their business grows.
Their default answer is no. This limits the advice, and therefore value you can deliver to your clients, not to mention your ability to build wealth for yourself. Evolv is an RIA focused on freedom and flexibility, creating solutions clients want and need and assisting advisors in building real wealth for
themselves.
The vast amount of time wasted on paperwork and compliance prevents you from focusing on your clients. Evolv’s goal is to make you as efficient as possible with less paperwork and fewer roadblocks, resulting in happier advisors and happier clients.
Frustration
You may find yourself asking, what am I really gaining from the 50-60% of revenue I give up? As I generate higher levels of revenue, this structure benefits the firm more than it does me; not to mention the compensation structure changes regularly and can be confusing. At Evolv, we’re all about transparency of income and helping our advisors increase profitability as their business grows.
Become a Personal CFO
Evolv Beyond Investments & Insurance
If you’re looking for more capabilities and opportunities, without having to sacrifice more of your time, it’s time to Evolv your practice. We’ll help you monetize all your time spent with clients and gain more (or all) of their wallet share. Our solutions are independent and objective to avoid conflicts of interest present with the manufacturer and distributor models at the big banks and captives.
Become a truly holistic advisor by delivering Evolv’s Personal CFO solution.
Offer your clients family-office style solutions built for scale.
You are the single point of contact for all aspects of the client’s financial picture.
The Evolv Difference
As an Evolv partner, you’ll enjoy higher-than-normal splits on all revenue streams, with most at a generous 80%. Plus, with our commitment to transparency, you’ll always know exactly how and what you’re getting paid. Don’t miss out on this chance to join the Evolv team and take your financial advising career to the next level!
Personal CFO Revenue Streams:
Typical Advisor Revenue Streams:
- Investment Management Fees
- Insurance Commissions
True Wealth Building
As an Independent Advisor you have control of your income and the value of your business. At Evolv, we’ll help you use those assets to create real wealth for yourself.
Ready to Evolv Your Practice?
Take charge of your financial advising career by becoming a Personal CFO.
Schedule your discovery call with Evolv Family Wealth today and explore the advantages of personalized strategies, expert support, and unparalleled growth opportunities.