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 - June 2018

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  Andy Klausner is a contributor to Forbes' Advisor Network.
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P3 - Adam

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

Core Value Hiring
Crisis Management
Leadership Development
Networking + Selling

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

Hopefully, like us, you subscribe to the "It's time in the market, not timing the market" adage more than you do the  "Sell in May and go away" one.

We all know that the summer months will be slow, and bumpy - they almost always are. But that is not reason enough for clients to exit the market and abandon their long-term investment strategies.

Typically, August and the first half of September are the "worst" times in the market - so you still have plenty of time to prepare your clients. Here is a good five-step plan that you can utilize with clients to prepare for market volatility:

1) Don't Panic - it's important to tell clients to take a deep breath and take the time to analyze the situation;


2) Get to the Truth - find out exactly what is causing any selloff or volatility. Is it stock or sector specific? Is it market-wide, caused by geopolitics? 


3) Do a Systematic Check of Client Portfolios - based on what you discovered in (2) you can determine where you should make any adjustments to existing portfolios. Are you over-weighted in some sectors? Under-weighted?


4) Adjust as Necessary (Buy, Sell or Hold) - make the changes needed to strengthen client portfolios and make sure that they are in alignment with the forces that are driving the market; and


5) Formalize a New Strategy - Incorporate what you have learned into a new strategy moving forward. View every market "event" as an opportunity to better prepare for the future.


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.

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