Advisor & Firm Solutions

Advisor Advocates provides a variety of solutions to Advisors & Firms to guide you toward your vision.

  • Start or grow a podcast to share your expertise with potential new clients in your market. Leverage our production expertise and network to grow your fanbase.

  • Is your business on the right path to take you where you envision it being in 5 years?

  • What should your next move be & where should it take you? How can you prepare to make sure you are best positioned to make the right decision?

Key Decision Analysis

  • Which types of Firms should you be considering and which will provide the best solution to help you execute your business vision?

  • What is a fair price and what are reasonable terms? How can you use this information to craft the best deal for you?

  • What does succession look like to you and how can you bring this vision to fruition?

  • How can you get in front of more opportunities for the right deals to grow your Firm?

Advisor Podcasting

  • Branding, logo and cover art design to help your content stand out.

  • Record on your own or on cloud-based software, you’ll have the tools to record content with top video and audio quality.

    After recording, we’ll handle post-production editing to deliver the final product ready to publish to your site and social media accounts.

  • Once you approve the final cut, we push the episode out on all major podcast platforms & upload the video version to YouTube.

    Leveraging our Wealth Partners network, we will promote your show to your target markets to make sure you are heard by those likely seeking your expertise.

  • Monthly reports to help you better understand your audience, growth, and other metrics.

Business Strategy

  • What is the best way to grow your business and are you competitively positioned to execute?

  • Does your compensation structure align with your business goals and how do you compare with your competitors?

  • Problems and conflicts will always arise when money is involved. How can you resolve them as fairly and quickly as possible?

  • Growing a Firm, starting a Firm, or selling a Firm, Advisor Advocates can help. What is your best path forward?