Marketing and Business Solutions for Financial Advisors
Bona fide Advisor Consulting
Financial Advisors seeking independent and objective guidance don’t have a lot of options. The Wealth Management industry is overwhelmed with biased “consultants” whose sole purpose is to sell their product to Advisors.
Advisor Advocates is an independent consulting firm helping Financial Advisors answer the questions they have to help them meet their goals.
From marketing to business transitions, and anything “miscellaneous” along the way, I believe I can help. I have developed a diverse background of experience and skills over a 15+ year career, and this experience is the only thing I’m selling.
Firm Explorer
The Advisor Advocate Platform leverages 15 + years of experience and knowledge, both as an Advisor and consulting with Advisors at their own crossroads, to give Advisors the answers to all of their questions in one place. Explore quietly and anonymously, on your own terms.
Podcasting & YouTube
Financial Advisors have brilliant things to say — and no time to fight with recording software, editors, or compliance workflows to say them.
That's why AdvoCast was created: A podcast & video studio designed specifically for Financial Advisors
Record from your phone or laptop — no gear, no engineer
A single checklist walks you from idea to published episode
Compliance review built in — with a full audit trail your CCO will actually thank you for
One click sends your episode to your podcast feed, YouTube, and social clips
Custom embed codes to display your content on your own website
If you've been putting off starting a podcast because the tech felt like a second job — Explore AdvoCast and start creating today!
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?