Broker Check

Thought Leadership

Getting the Deal Done

Getting the Deal Done

You feel like you have done it all right. You found a seller. You can afford to purchase the book and you have financing sources you can easily access. Your investment philosophies are not too far off, and you have established positive rapport with the seller by sharing your culture and vision; and you feel it is aligned. Despite all of these positive attributes, however, the seller just won’t pull the trigger. Did you just waste a year of your time? We have captured our best learnings, knowledge, things to look out for, what to avoid, and how to best position yourself for success based on the wide range of mergers and acquisitions we have engaged and consulted with over the past 15 years in this practice management guide. 

Transitioning Your Broker Dealer is Easier Than You Think

Transitioning Your Broker Dealer is Easier Than You Think

Advisors across the country are stuck with bad business partners, outdated technology, and terrible service. Why is that? Because change is hard. That’s why we have created a white paper that will provide you with the key actionable insights for why advisors are being proactive with their businesses and their careers, along with a list of ten top areas you can focus on to further develop your business, enhance your clients’ experience, while making significant improvements in both your personal and professional lives. Download our white paper now to learn more!

Reinventing Your Marketing Strategies for Today's Digital World

Reinventing Your Marketing Strategies for Today's Digital World

Life and business thrive on growth, as emphasized by Nike's Phil Knight in 'Shoe Dog.' In the evolving wealth management industry, growth is now imperative. Recent data reveals a slowdown in financial advisor growth despite an increase in numbers, with a $14 trillion decline in assets. Decades of bull markets led to complacency, affecting marketing efforts. With clients in decumulation, advisors' stagnant growth jeopardizes firm sustainability. Revitalizing growth is now a top industry priority, crucial for business valuation, staff retention, income stability, market resilience, and future investments. Firms are reevaluating growth strategies, but a survey by FPA and Janus reveals a gap between intention and action, with only 34% expanding their client base by 10 or more. So, how can advisors reignite growth? Click below to find out from our white paper!

Creating Culture & Connections in a Virtual World

Creating Culture & Connections in a Virtual World

After the pandemic, many core beliefs about company culture and how we “show up” for work are being challenged. Most notably, do people need to be present in a physical office to maximize productivity and drive results? This is important as 73% of financial advisors expect to continue working at least partly from home this year, according to McKinsey & Co. That thinking emanates from the belief that a company’s culture will be impacted negatively unless people are physically gathered together. As a result, working remotely will surely have a negative impact according to this widely held theory. Research, however, is showing that the office is not where culture lives or thrives... Download our white paper now to learn more!

Profiles in Success: Encore Financial

Profiles in Success: Encore Financial

Melissa Machlitt believes that her firm's service first mentality has been a key contributor to the long-term relationships she has developed with her clients. “While everyone understands the idea that clients come first, we truly embody that thinking in everything we do,” she says. “Our philosophy has been to stand in the shoes of the client – not as a business owner or staff person – but to truly see what they are trying to accomplish and the pain points from their point of view.”  Learn more about her success with the download link below!

Profiles in Success: Eastern Planning Inc.

Profiles in Success: Eastern Planning Inc.

Eastern Planning was founded in 1995. Beth Blecker and her son Matt Blecker have built an incredible practice that continues to grow. “While everyone understands the idea that clients come first, we truly embody that thinking in everything we do,” she says.“Our approach is to treat our clients like family members, so we don’t buy practices, rather we grow our business through happyand satisfied client referrals,” Beth says. “As part of that, we have to deliver an absolutely fantastic client experience.” Learn more about Eastern Planning Inc. with the download link below!

Affiliated Advisors: At a Glance

Affiliated Advisors: At a Glance

We're thrilled that you're interested in learning more about us. This overview is designed to provide you with a quick and comprehensive glance at what we do, our mission, and the impact we strive to make in our industry. At Affiilated Advisors, our mission is to help independent advisors build the practices of their dreams. With that in mind, we work tirelessly to create opportunities for our advisors to grow and improve their businesses. Click below to see how we make that happen.