Since selling my RIA in 2022, I’ve worked as an independent consultant in the financial services industry, focusing primarily in the areas of M&A, marketing, & growth strategy.

I’ve accidentally developed a unique marketing toolbox, running several podcasts, website, and YouTube channels for myself and a variety of clients.

The experiences I’ve had in the M&A and recruiting sides of the business have provided me with a knowledge and relationship bank I’m able to pass along to Advisors who are considering changes or business transitions. And I’ve ran across some unique problems that required some very creative thinking in order to solve.

Whether you’re trying to grow your business, considering a change, or just need an Advocate to bounce some strategic ideas off of, I’d love to help.

Feel free to schedule a call at your convenience or call me anytime on my cell at 919-561-2436.

Thanks for considering Advisor Advocates.

-Garrett Layell, CFP

Founder