Practice Management


Practice management

Run your practice your way – with our full support 

Rather than tell you how to run your business, we look to you to tell us how to help you do more.

And with all that is available to you as a Wunderlich advisor, you’ll be glad to know that you have a league of dedicated and experienced support professionals who know you by name to help you put the full strength of our firm to work for you, including:

Transitional services – We stand ready to assist with transitioning you and your clients to a new platform by first assigning a dedicated liaison to work with you before and throughout the process of transferring accounts and assets. We focus on the operational details and paperwork so you can spend your time introducing Wunderlich and conducting business as usual with your clients.

Among our services, we’ll create a personal transition website to refer your clients to for important documents and information and help you maintain consistent, open communication with them during this pivotal time.

Product expertise – Wunderlich has built a team of in-house investment experts whose sole purpose is to help you expand your practice. Call on them for anything from help evaluating the available offerings, crafting customized integrated proposals, to even joining in on client calls and in-person presentations. Learn more here.

Marketing support – Grow your brand in your market, and online, through customizable marketing materials, our easy-to-launch websites, and a social media platform. Our marketing experts are here to support your practice and help you introduce Wunderlich to your clients and prospects.

Compliance support – Our team of compliance experts work closely with you to protect you and your business from liability with a “let’s see how we can make this work” approach -- a refreshing difference from what you get at other firms.