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 - October 2017

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  Andy Klausner is a contributor to Forbes' Advisor Network.
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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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Sure, one of the first thing that prospects will do in the vetting process, as they decide if they want to retain your services or not, is look at your website; for this reason alone having an extraordinary website is a necessity. But there are some other important reasons  that you
need a top-notch website, including:

1) Better ROI On Your Marketing Efforts - Most marketing efforts will eventually lead to an increase in website traffic.

An impressive website will help ensure that the traffic you are generating will convert to becoming clients at a higher rate and lead to an overall increased return on investment for all of your marketing campaigns.


2) Greater Accessibility - You have a set time that you are open and available to clients by telephone or in-person. With a website, you never have to worry about missing contacts, since people can go to your website and find whatever information they need, at any time of the day or night. This makes you and your business more accessible.

3) Stronger Relationships - While nothing beats a personal relationship with clients, websites can help enhance these relationships. A website allows for on-going contact between you and your clients and allows them to provide feedback, which can ultimately help to improve your overall business offerings. A website can also help turn clients into long-term clients through functionality such as on-line account accessibility and other concierge services you might wish to offer.

4) Advertising - Let's face it, today almost everything today is done on-line; this includes advertising. A website assists

your advertising efforts since you can link or connect it to so many different things. For example, you can advertise your website on social media outlets such as Facebook. Also, you can utilize Google Adwords and SEO, which puts your company's website at the top of Google when relevant key words are searched.

A website, in the end, can be the difference-maker in helping you to retain clients and grow your business.

(Note: Thanks to Donato Dandreo of Compete Now for his help with this piece.) 

Current Financial Services Job Listings:

1) Senior Advisor / Private Wealth Mgmt. - Los Angeles, CA
2) Experienced Financial Advisor - Los Angeles, CA
2) Experienced Financial Advisor - Dallas, TX
3) Experienced Financial Advisor - San Antonio, TX

Click here to view the full job descriptions.

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