Kansas City & Springfield, MO

Welcome to 1847Financial – Kansas City, a leading financial services firm headquartered in Kansas City & Springfield, MO. We are dedicated to empowering financial professionals by offering unparalleled support in financial planning and integrating insurance solutions. Our commitment extends beyond traditional wealth management, ensuring that our financial professionals can provide holistic, best-in-class services to their clients.

Our comprehensive suite of services includes cutting-edge technology, an innovative marketing team, robust practice development, and advanced sales support. We believe in the continuous growth and success of our financial professionals, which is why we integrate the principles of the 5 Stages of Actualization into our professional development programs.

These stages guide financial professionals from Survival, where recurring revenue may not yet cover both personal and business expenses, to Sustainability, where revenue not only sustains the practice but also supports a stable lifestyle. As professionals progress, they reach Capacity, typically managing 150-250 fee-based client families, necessitating full-time dedication and yielding significant profit margins.

For those ready to grow further, the Expansion stage involves bringing on junior advisors to share the workload and income, while retaining equity in the practice. Finally, our professionals can aspire to become Owner/Non-Operator, building a business with systems and processes that allow them to step back from daily operations while ensuring continued service and growth.