"The RIA for a Changing World."
Founder & CEO, Bo Gibbs
We empower investment advisors to be successful through proven and simple strategies, with a team of industry professionals helping every step of the way.
Proven Sales System
We have a powerful sales process to guarantee success.
We are a Registered Advisory Firm built by Advisors for Advisors. We have a proven sales system used every day to provide the framework for building a successful Wealth Management Practice.
Mentoring Program With Advisors
We are truly with you every step of the way.
At Gibbs Wealth Management, it’s not just about finances; it’s about team-building and collaboration. Every new Investment Advisor has the opportunity to work with other professionals inside the company who have a proven track record demonstrating leadership and success.
Ongoing Training
We provide ongoing education to keep you at the top of your game.
Life isn’t static, and your training shouldn’t be either. At Gibbs Wealth Management, we provide ongoing training to make sure you have the tools necessary to provide exceptional service to each and every client.
Marketing Support
We have team members and communication tools to grow your business.
From marketing communication, lead generation, digital marketing, and compliance-approved materials, our Marketing Team will ensure you have everything at your fingertips to help build your wealth management practice.
I Am Ready
To Take It to the Next Level
What GWM offers to its Advisors
- A Proven Sales System: Compliance-approved seminar and sales system that has produced tremendous results.
- Hands-on Training: Bo, along with several of the country’s largest producers, will teach you at no cost, the GWM system of doing business. GWM also provides training to your support staff.
- Free Mentoring: Watch a top Advisor do an actual sales process and even sit in while they meet with potential clients in Bo’s office.
- Compensation: Competitive, fair, straight forward and honest compensation. Value must be provided to earn your business.
- Compliance and Protection: Chief Compliance Officer that helps keep your business SEC-compliant.
- Territory: Exclusive territories plus support to ensure your business has plenty of people you can help.
- 24/7 Video Training: Watch the sales process from many of our top producers anytime you want.
- Sales Ideas: Twice a month learn a new proven idea from a top advisor on our live Zoom conference calls.
GIBBS WEALTH MANAGEMENT
Where Active Money Management Lives
To learn more about joining our team, please fill out the form below and we will contact you.
CONTACT
(678) 694-8770
dan.mowery@gibbsfinancialgroup.com
3980 Old Milton Parkway
Alpharetta, GA 30005
