Rob Sandrew, Head of Mariner Independent for Mariner, joined RIA Channel at Morgan Stanley’s Second Annual “Integrated Firm Summit” to discuss how Mariner helps independent advisors scale their businesses while maintaining flexibility and customization.
Sandrew highlights how Mariner’s scalable model enables advisors to have a repeatable process. He explains that the firm works with entrepreneurial advisory teams on the independent side to help them find ways to scale their businesses while simultaneously providing a high level of customization to clients. He also emphasizes that Mariner provides advisors with a broad range of resources and intellectual capital that they can leverage to help grow and scale their business models.
Historically, Sandrew notes that independence and access to a full-service offering have been difficult to achieve together. He explains that Mariner seeks to bridge that gap through an open architecture platform that can serve as an extension of an advisor’s business, as advisors can leverage the firm as a “force multiplier” to deepen client relationships and better serve their client base.
As AI adoption accelerates, Sandrew also sees opportunities to enhance both the advisor and client experience through faster access to data and more efficient decision-making. However, he emphasizes that AI cannot replace the emotional intelligence and personal connection advisors bring to client relationships.
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