Advisors

Create More Satisfied Clients and More Productive Employees

We help financial advisors of any size—from established firms to single advisors just getting started—identify the best model for their growth and put in place processes to drive a superior client experience with consistent, personal service.

How Advisors Benefit from AdvisorTouch

Increased
Efficiency

Lower the time it takes your team to
service clients and complete
requests. Our end-to-end documented workflow processes for every situation help you know what to do and when to do it, so you can work faster.

Increased
Revenues

Research shows that the most valuable client is the client you keep. The solutions AdvisorTouch provides help you turn your clients into advocates. And you can be fully onboarded to our comprehensive practice management program in as little as 30 days.

Increased Client Satisfaction

Clients want what we all want: To feel special. When you provide superior and knowledgeable support, your clients will take notice. Save hundreds of hours with our plug-and-play processes, workflows, and practice management solutions

Custom Solutions for Every Advisor

Our solutions are designed to provide helpful resources to help advisors grow at
any stage of their firm’s lifetime and under any business model.

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Breakaway
Advisors

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Independent
Fee-Only Advisors

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Hybrid
Advisors

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Broker-Dealer Registered
Representatives

Perfect Your Service

AdvisorTouch Symphony brings together all the comprehensive elements of our system—from college and estate planning resources to detailed financial planning guidance—into one consistent and seamless package you can use to bypass the pain of developing these critical operational processes on your own—a task that can take years for the average advisor.

Leverage Peer Expertise

AdvisorTouch’s Collaborative puts you in constant contact with other financial professionals who are working through the same business challenges as you so you can develop relationships and solicit answers from trusted sources. You’ll also gain access to exclusive AdvisorTouch member content.

Organize and Systematize Your Firm

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Symphony
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Collaborative
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Workflows
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Get the Results You Need

If you’re looking for additional help with the challenges facing your firm, we also offer personal consulting services.
If you’d like to speak with us about custom engagements, please