Financial Advisor Business Consulting
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.
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?