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Heather Kelly's Vision for Advanced Planning
In an industry increasingly characterized by complexity, Heather Kelly's launch of Mosaic Advanced Planning offers a refreshing approach for financial advisors seeking to integrate risk management with their services. Kelly, formerly of Allianz Life, steps into a critical role as the founder of this innovative firm—backed by minority investments from both Merchant Investment Management and Apollon Holdings. With a career spanning leadership positions that intersect insurance and financial planning, Kelly is well-positioned to deliver the support advisors need in today's turbulent market.
Strategic Foundations for Growth
Mosaic Advanced Planning comes at a time when the demand for comprehensive risk management solutions in financial planning is at an all-time high. Kelly's previous experience, notably leading risk management at United Capital—which was acquired by Goldman Sachs—equips her with the knowledge necessary to navigate the challenging landscape today’s advisors face. The firm aims to empower advisors with access to both commission- and fee-based products tailored to the nuances of their clientele, creating a flexible platform that allows for varying degrees of assistance.
Adapting to Advisor Needs
As stated by Kelly, advisors will have options based on how involved they wish to be in the planning process: "If they want to do it themselves, they can plug in and have a scalable platform that they can execute on." This modularity stands to enhance the appeal of collaborating with Kelly's new firm, accommodating differing levels of experience and client demands. Such an approach allows seasoned advisors to fine-tune their strategies without being bogged down by rigid structures.
Building Networks and Relationships
Kelly's network in the Registered Investment Advisor (RIA) community, bolstered by her hiring of Rick Muzik—previously affiliated with Alaris Acquisitions—suggests immediate traction for MAP. As the chief growth officer, Muzik's background in partnerships will be pivotal as the venture targets client engagement through established relationships rather than reinventing existing structures. With several advisors already signed onto MAP within Merchant's network, the feedback loop and collaborative synergy are expected to foster powerful outcomes.
Military-Grade Risk Management: The Allianz Legacy
The groundwork Kelly laid at Allianz Life with initiatives aimed at improving advisors' ability to manage risk is noticeable in Mosaic’s offerings. Recognizing that complex financial lives demand robust solutions, the new firm mirrors Allianz's efforts to synchronize risk management with everyday financial decision-making. By enhancing professionals' abilities to address volatility, MAP aims to replicate a formula that transformed the client experience previously noted by stakeholders like Matt Brinker, managing partner at Merchant.
Tech Integration: Future of Advisory Services
Essential to Mosaic Advanced Planning is its commitment to technological integration. By facilitating direct data feeds across platforms, Kelly aims to empower advisors with tools that can seamlessly manage their practices while providing clear insights to clients. This tech-forward approach echoes trends highlighted in the industry, as seen with Allianz previously expanding their advisory solutions and partnerships with firms like RightCapital and eMoney Advisor.
Conclusion: The Future of Financial Advisory
In an evolving marketplace, Mosaic Advanced Planning stands on the threshold of cultivating a more sophisticated approach to financial advisory services, focusing on risk management intertwined with individualized planning. Advisors will find increased value in the insights and consultancy provided by Heather Kelly and her team, especially as financial landscapes become more intricate. For those looking to refine their strategies in delivering comprehensive solutions, engaging with this innovative firm could be a turning point in enhancing client relationships and outcomes.
Stay ahead of market trends and consider how the launch of Mosaic Advanced Planning could enrich your advisory practice. Explore opportunities to integrate these advanced planning strategies into your services and enhance your client offering today.
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