Financial Advisor Business Consulting
Who is Your Fiduciary?
You are most likely a fiduciary to your clients. You put their interests first. The industry has pushed you toward this principle that, by and large, we all agree is for the greater good.
But who is the Advisor’s fiduciary? The title “Financial Advisor Consultant” is thrown around a lot in the industry by people hoping to sell the Advisor a product. I am an independent, bona fide consultant. I want to help you evaluate your business, understand your options, and provide you with the information you need to make the best decisions.
I operate in full transparency, and the nature of my engagement with Advisors seeks to keep me in a neutral, objective position, where I am compensated for providing knowledge and objective guidance.
Advisor Advocates Podcast
Insights on the Financial Services industry from former Financial Advisor and CFP Garrett Layell. Learn more about what’s going on in the industry and how to fine tune your practice to maximize the enterprise value and growth potential of your practice.
Advisor Resource Center
Learn. Explore. Compare.
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From changing Firms, buying or selling a practice, or growing through a merger, learn more about the key issues to drive your decision-making process to ensure the best transition possible.
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Learn about the variety of Firms in the industry and what they offer Advisors seeking to grow their businesses and in their careers.
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What is really out there and how much should you be earning as an Advisor in your role or at your career stage?