AK Advisory Partners is a consultancy to the financial services industry,
providing advice and training to firms and individuals operating in the fee-based,
investment management and wealth management areas.

Our ability to add value to your business rests on three core competencies:

* Knowledge & Experience

* Independence & Objectivity

* Client-Focused Solutions


Unlocking Real Value Newsletter - August 2018

Click here to read our E-magazine:


  Andy Klausner is a contributor to Forbes' Advisor Network.
Click here to read his posts and be sure to start following him.

P3 - Adam

Our sister company helps companies improve performance at all levels. Programs include:

Core Value Hiring
Crisis Management
Leadership Development
Networking + Selling

Click here for more details. 

We welcome your questions and comments. Please contact us at:

Hardly a day goes by that I don't read an article questioning the value of hiring an advisor. Headlines such as "Anyone Can Call Themselves an Advisor" are unfair to the many high-quality professionals in the field.

The constant barrage of negative publicity puts many advisors on the defensive. But rather than get defensive, why not fight back and proactively show clients (and prospects) exactly how you can help them?

It's important to highlight your educational credentials up front as evidence of your commitment to bringing clients the most up-to-date services and products. Highlighting your experience is a differentiating factor as well.

As further evidence, I recently saw a study by Dalbar Analytics, a well-respected industry research firm, that attempted to quantify the annual value added of providing certain services:
  • Portfolio re-balancing = 0.35%
  • Asset allocation = 0.75%
The study also concluded that "Behavioral coaching" can add up to 1.50% per year. While these numbers may not be exact for everyone, they do provide empirical evidence that your value-added as an advisor can and should easily surpass any addition fees (if any) the client is paying for your services.

Now, like in any business there are advisors who are not adding value and you should be upfront about this as well. But by proactively "promoting" yourself and distinguishing yourself, you are turning a potential negative into a positive.


Save Time. Save Money. We'll help you find your perfect new hire - and deliver high qualified candidates that match your company culture.

We use our skilled team and proprietary processes to save your HR department time and money. Relieve your team of the frustration and stress of combing through hundreds of applications and resumes.

We offer a complimentary phone consultation to determine if we are a good fit for your needs. We will learn about your needs and share what we can do to help.


Current Financial Services Job Listings:

1) Client Advisor - Los Angeles, CA
2) Senior Wealth Advisor - West Los Angeles, CA

Click here to view the full job descriptions.

From Our Library ...