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 - April 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:

Not surprisingly, and as many market watchers had predicted, the stock market has been re-testing its February lows. And, as shown in the chart below, volatility has returned with a vengeance after being absent for most of 2017. (Chart is one-year performance of the VIX.)

Many advisors are simply trying to weather the storm - answering client questions or sending out flash reports or recording podcasts after each large move in the market.

But uncertainty also brings with it a great opportunity to distinguish yourself from the competition. If your current marketing calendar does not include educational seminars, now would be a great time to consider adding them.

Even the most astute investors need to have their hands held during volatile times. They also need to be reminded to focus on the long term and they often need to be re-educated on some of the fundamentals of investing.

Clients as well as prospects will appreciate that you are taking the time to educate - not just offer re-assurance - and that you are being proactive and helpful.

Educational seminars can take many forms - they can be larger affairs or more intimate gatherings. We are happy to help you put together a program quickly and easily before the summer lull kicks in.

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 one-hour 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 - Houston, TX and LA, CA
2) Associate Client Advisor - Houston, TX
3) Senior Wealth Advisor - Los Angeles, CA

Click here to view the full job descriptions.

From Our Library ...