Financial Advisors in Oklahoma City Madison Professional Group

Are you a financial advisor in Oklahoma City or thinking about moving to Oklahoma City? Have you reached a point in your career where you feel like you’re no longer serving your clients the way you’d like to? Sometimes the best way to serve your clients and build the business you want is to make a change.

Whether you’re considering a move to another wirehouse, regional bank, or are thinking about going independent, you need an experienced advocate to help you transition.

How MPG Helps Oklahoma City Financial Advisors

Because we specialize in working with financial advisors we understand what’s necessary to move closer to your short and long-term goals. The first step is helping you get clarity on what you want, and only then do we begin designing an action plan. MPG finds out what you like and don’t like about your current situation, and helps you uncover what’s most important. 

  • MPG works with you at NO COST
  • We’re compensated directly from the firm you choose 
  • In the case of mergers or acquisitions, MPG is compensated by the acquirer 
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How We Work with Oklahoma City Financial Advisors

At this point, you probably have questions about the process. We are committed to 100% transparency from day one. Working with MPG looks like this: 

  • Connect - Contact us via email, phone, or set up a virtual meeting using our calendar function.  
  • Let’s Chat - During our initial no-obligation meeting, we keep your information private and never share. Whether you’re serious about making a transition or just have questions we’re ready to help.
  • Discovery Session - If we decide to move forward the next step is a deep dive discovery session where we ask the right questions to uncover what really matters to you so you have total clarity on what you want. 
  • We Get to Work - We take what we learned in discovery and get to work finding the best matches for you and your vision. 
  • Post Placement Advocate - We’re invested in your long-term success, so even after you’ve been placed MPG continues to act as a resource as needed as you make your transition.
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Why Financial Advisors are Moving to Oklahoma City

If you’re thinking about moving to OKC you’re not alone. More and more people are moving to OKC for jobs, education, and opportunity in a growing economy. USA Today ranked Oklahoma as the fourth most affordable state in the US to live which is a factor driving the new growth. The diversified economy includes aviation, aerospace, bioscience, and of course energy. The Oklahoma City of 2020 is a promising destination for new and established financial advisors looking for new opportunities in a high demand market. 

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Ready to Make a Lasting Connection?

Get in Touch

Let‘s take your team to the next level.

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