DWC has a long history of successfully partnering with investment advisors.
We bring decades of experience, supported by the resources to deliver comprehensive solutions for your clients. Our consultants understand the importance of your relationships and will work seamlessly alongside your team.
"Simply knowing and understanding the regulations is not enough. By balancing a commanding knowledge of regulations with business realities and critical thinking, each DWC team member becomes a strategic business partner to his or her clients. Every client is assigned a service team consisting of a Consultant, Team Leader and Partner to handle all aspects of plan design and administration."
We offer a competitive compensation package based on experience, as well as a 401(k) profit sharing plan, health, life. and long-term disability insurance. DWC encourages career development by reimbursing for the cost of ASPPA credentialing exams, and we also provide an annual continuing education budget for each team member to cover the cost of conferences, webcasts, etc. We reimburse annual ASPPA membership dues and strongly support industry involvement through speaking, writing, and volunteering.
Swets, who has more than 15 years of experience in the industry, shared her expert opinion and advice on how to handle this kind of transaction, what to expect (both the good and the bad), and how to deal with the parties involved. She noted that selling a business can be an overwhelming process, but advised listeners to rely on the people that they trust.
“The most important thing is surrounding yourself with the right people, the trusted advisors who have been there with you throughout the time you’ve built your business and who know you, know your motivations, and can really support you through it,” Swets said.
During the rest of their conversation, the pair unpacked the different challenges that come with selling your business and retirement planning. To hear more insights into this topic, you can hear the rest of the podcast here on Entrepreneur Podcast Network.