Join Our Network!
Status: Accepting new members
The Kansas City Financial Advisors Network is a group of forward thinking financial planners that desire to boost the financial wellness for citizens in the Kansas City area. We aim to inform and educate our neighbors so that they can thrive personally AND cultivate growth in our greater metropolitan area.
Requirements
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We require that all of our advisors hold the CFP® certification as the standard of competency. Not only does it demonstrate a high level of competence for those who have it but it’s also a commitment to furthering professional growth and serving clients well.
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We require all of our advisors be fee-only. Fee-Only financial planners are never paid on commission and are only ever paid directly by their clients. While there is no perfect business model and there are certainly many excellent financial advisors who use different models, we believe that the fee-only model is the one that removes the most conflicts if interested and allows advisors to be the most objective.
Maintaining a fee-only network allows us to create conflict-free content and give our audience a selection of advisors that will serve them in their best interest.
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We require our advisors to be operating in a fiduciary capacity. This is the highest legal standard in financial planning and requires advisors to give advice that is in the best interest of their clients before their own.
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This additional step helps ensure that conflicts of interest are minimized among our members which then allows our focus to be providing value to our audience.
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Our advisors are breaking the mold that has historically been “investment-centric”. Our members focus on all the core areas of financial planning. This allows us to create dynamic content AND serve the needs of our audience.
For example, an investment or insurance focused advisor would not be a good fit for our network. -
We require that all of our members have at least 5 years of experience in providing financial planning services across all the core areas of financial planning.
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Because we are the Kansas City Financial Advisors Network, all our members must live, serve and conduct business primarily in the Greater Kansas City area.
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Reputation and trust are things we hold very high in our network. We value developing trust with our audience so that our words land with credibility. Members must maintain a clean (U4) and positive reputation within the community.
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Our network is a content driven network. Our mission is to first and foremost bring value to our KC audience through valuable content. Because of this, we require all members to be consistently creating content before joining the network. Each member will be responsible for contributing valuable content throughout the year.
Interested in joining our network?
Step 1 - Self Qualify
Self-qualify yourself using the aforementioned standards and requirements above.
Step 2 - Apply
Apply to join our network using this form.
Step 3 - Schedule an interview call
Schedule an interview call with one of our advisors (an advisor will reach out to you within 7 days of submitting your application).
Step 4 - Decide
We’ll decide if you’ll fit well within our network. If so, then you’ll decide if you want to join our network.
Step 5 - Onboarding
Complete full onboarding form and forward any requested information.
Step 6 - Pay annual dues
Our annual dues are currently $150 and go towards maintaining the quality of the network.
Have questions? Feel free to email them to hello@kansascityfinancialadvisorsnetwork.com