NETWORK

A D V I S O R   P R A C T I C E   M A N A G E M E N T

OUR NETWORK

BACHRACH AND ASSOCIATES

Strategic Partner for training financial advisors

Advisor Practice Management partners with Bill Bachrach to help financial advisors attract better clients, implement full financial planning with prospects and clients, generate higher planning fees (up-front & ongoing), gather more assets, inspire clients to more quickly act on all your advice to fully implement their plans, and get more referrals.  Learn about the AdvisorRoadmap Virtual Training for Financial Advisors.
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BUSINESS HEALTH PTY. LTD AUSTRALIA

Strategic Partner for Practice Management

Business Health comprises a team of uniquely qualified professionals, strategically located across Australia, with the ability to deliver results locally or globally as required. Internationally, including the United States, South Africa, Hong Kong, Singapore, UK and New Zealand, Business Health has established a reputation for innovation and cutting-edge solutions. Our experience in the financial advisory environment, enhanced by an extensive up-to-date knowledge of international factors and trends, positions us to offer significant expertise in the area of practice management.
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Care Lending Group

A lending program designed specifically for advisors, portfolio managers & investment managers

Growth requires capital. Care Lending Group’s Financial Advisor lending program was created for independent agents and financial planners interested in scaling your practice, allowing you to expand capacity while managing cash flow to ensure sustainable growth.

Purchasing a book of business

Buying out a partner

Succession, transition and exit planning

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AdvisorHunt

Strategic Partner for Financial Advisors planning to buy or sell another practice

Our mission is to grow the wealth of our clients, to create value, with every mandate and with every deal that we do.

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ADVISOR RESEARCH GROUP

Strategic Partner and guest contributor

Advisor Research Group is a Canadian independent information service for Financial Advisors and Investment professionals. Grant Hicks is a guest editor on practice management research.
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IRIS.XYZ

Contributor and media partner

IRIS is a collection of vetted experts, in unique areas that offer information and services to make managing your business and interacting with your clients more impactful.
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FINANCIAL TECH TOOLS

Strategic Partner for digital marketing and communications for financial advisors

Advisor Practice Management partners with Financial Tech Tools. Deal with a financial services and tech expert, Angelina Hung, CFP, CLU, CHS, EPC at Financial Tech Tools can talk about insurance, investments and create a professional website to help grow your business.
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RIA Oasis - workflow and technology implementation, Optimization and Integrtion

Strategic Partner for digital marketing and communications for financial advisors

Advisors and financial planners work with Kristen and RIA Oasis because:



  • Technology is changing and firms can’t keep up
  • Technology usage and adoption are very different things
  • Successful firms use workflows to define best practices and create repeatable processes


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FABE Financial Advisor Business Enhancement

Strategic Partner for Comprehensive valuations and profitability ratios - buying and selling financial practices

We provide Financial Advisors with comprehensive business evaluations that offer valuable insight on Top-tier client relationships. Our proprietary technology measures and evaluates the true value of client relationships, empowering advisors with actionable business data to make high-confidence, informed business decisions.

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WealthTender 

Strategic Partner for Inbound marketing programs 

 Wealthtender is different. We believe everyone deserves better.

When people find financial advisors and coaches on Wealthtender they think may be a good fit, they can easily contact them through a button on their Wealthtender profile page or book an introductory call.

And if people don’t find their perfect financial advisor on Wealthtender, they can let us know and we’ll do our best to suggest ideas they can consider to find an advisor or coach who may not be on Wealthtender yet.


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Hunter Mercantile - Building teams for financial advisors

Strategic Partner for building successful teams

 Hunter Mercantile is an executive search firm recognized throughout North America as a boutique for placement in Wealth Management and Insurance. Having focused in this area since 1996, we’ve developed a comprehensive understanding of the industry and have formed an extensive candidate database and network of contacts

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Exit and succession network for Financial Advisors

Let us help you

grow and sell your business!

Our practice management consulting expertise is here to help you every step of the way. Making your life and business better is our priority. 

Contact us Today!
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