The Guardian Network
Wealth Advisory Group is proud to be a member of the Guardian Network. We have the aesthetics, attention to detail and feel of a boutique financial services firm with the backing and support of a fortune 250 company. Guardian and Wealth Advisory Group are committed to growing your career with incredible tools, onsite and home office training programs, and the most competitive contract in the industry.
On average, our retention rate is more than double our competitors. We work hard to ensure anyone joining Wealth Advisory Group will be provided the tools and resources necessary to succeed. Most impressively, the average earnings for Guardian producers are higher than our competitors due to our commitment to career growth and unique payout method.
Available only to Guardian Financial Representatives, The Living Balance Sheet® helps you engage clients in a financially holistic way. This online tool helps guide you through a dialogue with your clients, showing them their complete financial picture and helping to identify areas to be addressed. The Living Balance Sheet can help your clients understand how decisions they make with their money can now impact the future, and enables them to set up financial goals.
“The Living Balance Sheet® is much more than a sales or client service system. It's represents a philosophy of care for our clients that is far greater than any other in our industry. It enables us to give clients exactly what they deserve - a comprehensive view of their current financial picture, an honest, accurate, and holistic assessment of where they are doing well and where they have gaps, and an advocate who will be there as a resource to help them achieve financial success. In addition to the dozens of clients who use LBS regularly to check their financial progress, I also use it make my own personal financial decisions. It helps me to make sure I'm optimally protected, that I'm saving enough money, that I'm minimizing debt and taxes, and that I'm making better financial decisions to keep more of the money that I make.”
Senior Vice President & Living Balance Sheet Trainer
At Guardian and Wealth Advisory Group we’re committed to increasing diversity within our workforce to reflect the communities we serve and better match our client’s needs. By working to recruit those who mirror the multiplicity of the great city of New York, we hope to create a community of professionals who can bring financial security to everyone we touch.