Partner with Facet

Facet helps financial advisors develop and execute strategic plans for their firm. Explore the resources below to see how we can help you.

Ready for a conversation? 

Referring to Facet is easy

When segmenting, you will encounter clients who don’t fit your ideal profile. Referring them to Facet Wealth is a great way to ensure they receive the personalized care and attention they need and deserve.

RIA Capacity and Segmentation webinar

Facet Wealth recently partnered with Bob Veres to present the results of a survey of over 300 RIAs in a webinar and lively Q&A session presented by Advisor Perspectives.

Triad Financial Advisors Case Study

TFA partnered with Facet Wealth to transition many clients under $500,000 in revenue, freeing up their time and resources to focus on their ideal client segment.

The Transition Game Plan

Transitioning clients can seem daunting, but Facet’s proven method is completely customizable and delivers an amazing experience for both you and the client.