FINANCIAL ADVISORY PRACTICES
Advisor Benefits
We urge the investing public to consider interviewing advisory practices that have a minimum or average sized client portfolio that is smaller than their investable amount. Doing so will ensure that the investor will become one of the top clients of the advisory practice-adhering to the 80/20 rule (80% of revenues are generated by 20% of top tier clients). This creates a win-win scenario for both the advisory practices and individual investors by promoting the highest probability of an investor achieving long-term financial success.
Our objectives for Advisory Practices include:
- Have the opportunity to be SHOWCASED and PUBLISHED locally versus your peer group based on measurements of merit and objectivity
- Become IDENTIFIED by local investors that are seeking high-quality advisory practices
- A FAIR AND EQUAL opportunity for financial advisors to participate regardless of your firm, Assets Under Management (A.U.M.) or revenues generated
- Advisory Practices deserve a BOARD CERTIFIED PROCESS to distinguish their skills, capabilities and practice management from the massive pool of advisors
- EMPOWERING investors by helping them clearly discern among top quality advisory practices through an OBJECTIVE and UNAFFILIATED board certified process
- Be a part of our INDEPENDENT, UNBIASED research results from our board certified process