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Azimont Group
Plano, TX
BPS Network

By leveraging a deep background of financial study and planning experience, The Azimont Group's goal is to guide its clients along their path to financial independence.

Azimont Group founder and CEO Chris Garcia graduated from Texas State University with a degree in Finance and quickly found his life's calling. He is passionate about helping his clients build confidence in their financial futures. Specifically, Chris and the team helps their clients achieve peace of mind, knowing that their financial lives are being managed by a team of professionals, which allows them to focus on the things that matter most to them instead of worrying about the things that are out of their control.

The following questions were pulled from an interview with Chris Garcia.

WHY WOULD AN ADVISOR CONSIDER JOINING YOUR TEAM? We have focused on creating a team culture that is collaborative and innovative. We constantly seek feedback from the team in terms of how we can do things better. That feedback allows us to continue to develop and define our playbook.

I know that many advisors reach a plateau and need a little bit of help elevating their own practice. Our playbook helps them do just that. Through our commitment to De-commoditizing, De-personalizing and De-mystifying, we have created a framework of well-built systems so that other advisors can seamlessly plug into our practice. Instead of getting caught up in the day-to-day minutia, they are liberated to focus on growing their business.

PAINT US A PICTURE OF THE NEXT FIVE YEARS. Over the next five years, we plan on continuing the momentum we've started by adding more like-minded advisors to the Azimont Group. We are constantly striving to break through the next ceiling of complexity, and we are excited to partner with other advisors who are striving to do the same. We also want to be the "go-to" practice for advisors who are looking to retire. When I look down the road at retirement, I want to make sure that I leave my clients in the best hands possible. With our Complete Family Office approach, that's exactly what we're building here - a team of advisors who put client relationships at the forefront of everything we do.

HIGHLIGHTS


  • Dynamic, innovative and driven leadership team
  • Proprietary Playbooks for organic and scalable growth
  • Complete Family Office - Powered by the Centerline FORMula

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