Dear Students,
We are so grateful for your interest in learning more about what Mainsail Financial Group has to offer. My name is Adam Laibson, and I am one of the co-founders. I have been involved in financial services and planning for over 20 years and in that time I have seen a lot of transformation and change in our profession. These days, I believe that everyone is given an ever-changing box of financial puzzle pieces that, when put together properly, can reveal a clearer picture of financial security and well-being.
Within this page, you will learn more about our background, how we function as a team within our firm, how we support our clients, and how we support our advisory team. What is so exciting about our firm is our ability and willingness to grow beyond the traditional methods. We focus on creating a premium experience for our clients and future clients that is both in-person and digital. For our advisors, we focus on creating a rich soil that you can plant roots in. Our training and education for advisors is uniquely designed to focus on education, skill development, and cutting edge marketing. We welcome you to visit the rest of our website and social media channels to see some of the things we are doing. Additionally, we are always open to growing our team and invite you to learn more about the position we have available at the bottom of this page.
It is my great honor to build long-term relationships with our community of families and advisors. Our team is delighted to share more information below about our firm and we would welcome to opportunity to talk with you further about what our firm can offer. Should you wish to get in touch with me, please do so here.
Best,
Adam Laibson
CFO, Founder, and Director of Operations
Who We Are
At Mainsail Financial Group, we believe in goal-based planning. We know that proper planning is an ongoing process and that as the winds of life shift, a proactive approach is needed to maintain the correct heading. We take pride in building long-lasting relationships as financial stewards and trusted fiduciary advisors for you, your family, and your legacy.
We focus on providing retirement-age individuals and families looking toward the future a plan for long-term security and a comfortable lifestyle, addressing tax-efficient strategies and legacy planning. As fee-only advisors, we are compensated solely through management and planning fees that we agree on from the onset. This provides for our comprehensive planning and ongoing relationship as guardians of our client’s wealth. We believe in transparent pricing; no surprises or underlying incentives for products or solutions that may not be in our client’s best interest.
About the Mainsail Financial Group Partners
Adam Laibson, CFP®, ChSNC®
A 20 year veteran of the financial services and planning industry, Adam believes that everyone is given an ever changing box of financial puzzle pieces that, when put together properly, can reveal a clearer picture of financial security and well-being. Additionally, Adam has been featured in Business Insider, Nationwide Learning Center, and is a Five Star Professional award winner.
Brandon Steele, CFP®, ChFC®
Brandon is a financial planner, CEO, and co-founder of Mainsail Financial Group in Bellevue, Washington. In 2021, Brandon wrote his first book, Retire by Design, where he shares thoughtful strategies to help readers design a purposeful retirement plan. Additionally, Brandon has been featured in Forbes, Business Insider, and Puget Sound Business Journal, among others.
How We Support Our Clients
Each client is provided the highest level of service and a comprehensive, collaborative financial planning relationship with each member of their Mainsail Advisory Team.
We work with each family to identify and prioritize their financial goals and offer guidance specific to their needs. Each client will feel confident and empowered to preserve their wealth, manage taxes, and leave a legacy. An essential part of our approach involves a true partnership with ongoing support and advice as markets move, retirement rules change, life circumstances shift, and financial goals evolve.
How We Support Our Advisors
As a financial advisor with Mainsail Financial Group, we provide the tools (including social media presence, marketing support, and investment research), guidance, and training to develop and market your unique set of strengths and skills.
We support you in targeting prospective clients by helping you identify and analyze their present income and asset situations, recommend appropriate investment solutions, assisting them to take action on your recommendations, and provide unsurpassed personal client service. With our robust and innovative in-house marketing, operations, and client relationship team, you are sure to get the support you need both in targeting prospective clients, taking care of the clients you have, and growing your professional network.
We know how challenging it can be to find that perfect opportunity. One that enables you to capitalize on your strengths and your unique talents, fulfills your expectations while meeting others’ needs while supporting your personal goals and encourages a healthy work-life balance.
Our Philosophy
STEP 1: Getting to Know the Client
In our initial conversations, we will get to know the client, learn about their goals, values, dreams, unique concerns and challenges, and discuss our approach to planning. From here, we will work to consolidate all of the client’s information, review financial documents, and discuss their values around money and investing. Then, we will compile this information to identify and share areas of opportunity.
STEP 2: Researching & Developing a Personal Financial Plan
We will meet with the client to discuss our initial findings and continue to fine tune our recommendations. Additionally, we will collaborate on different scenarios as we continue to work through the planning process. We will then discuss additional strategies and key points to consider moving forward.
STEP 3: Ongoing Financial Planning
We will develop a schedule for re-occurring strategy meetings as part of our plan delivery. We will continue to analyze existing investment and financial planning strategies to present in our meetings. We keep our clients informed through ongoing virtual events, one-on-ones, and touchpoints throughout the year. We are proactive in making sure our planning strategies always reflect the most up to date market and legislation changes.
Who You Are
Now that you know a little more about us, here is what we are looking for:
An ideal candidate would be looking to grow in a true collaborative, team environment rather than the constraints of a ’silo’ type of practice. We offer exceptional administrative and operational support as well as a client-friendly office space. Join our team and bring your ideas for marketing and prospecting initiatives to grow your business!
We are looking to you to help us:
Develop and deepen client relationships
Help individuals identify their unique financial needs and objectives:
Establish and define the client/planner relationship.
Gather data, including goals.
Analyze and evaluate financial status.
Develop and present personalized financial planning recommendations and/or alternatives.
Implement financial planning recommendations.
Monitor financial planning recommendations.
Analyze the income and asset situation of clients as requested (at least once annually), and update their financial plans accordingly.
Recommend plans and products to help clients achieve their goals; identify appropriate investment and insurance solutions; discuss estate issues, tax considerations, and retirement or business planning objectives.
Comply with all regulatory requirements; satisfy continuing education requirements.
Provide personal client service:
Work effectively with clients’ other professional advisors such as attorneys and CPAs.
Develop and sustain relationships with other in-house professionals and strategic alliances; when necessary, refer clients to strategic allies, such as attorneys, to ensure that their needs are met.
Respond to client questions and concerns.
Schedule and plan client meetings using the contact management system.
Rebalance portfolios based on planner’s criteria, using appropriate tools (e.g., Model Management).
Remain up to date on industry developments, service and product enhancements, regulatory issues, client needs and wants, and so forth.
Create an annual business and marketing plan; maintain the plan throughout the year; offer suggestions to help the firm grow, improve, and evolve.
Requirements:
BA or BS in Business/Finance; advanced degree/designation a plus (e.g., MBA, CFP®, CPA)
Excellent knowledge of and ability to communicate financial planning concepts and terminology
Excellent knowledge of and ability to explain products, (such as mutual funds, stocks, bonds, insurance, and annuities) as well as the ability to convey financial concepts and strategies.
Self-motivated and entrepreneurial; goal-oriented at an individual and team level
Strong interpersonal skills and a genuine desire to help others
The tenacity to nurture long-term relationships with other professionals like CPAs, attorneys, etc.
A commitment to conduct business with honesty and integrity.