FOR Advisors
Practice Development
Explore how Keating can help develop your advisory practice.
Growing your business is no easy feat.
Whether you’re an advisor just getting started, or if you’ve been an advisor for years – we can help. Our advisor life cycle is consistent from start to finish, but unique on where you as an advisor might be in your career, and where you may fall in the cycle.
Our advisor life cycle is unique to your career.
preparation
Licensing and training while learning the industry.
DEVELOPMENT
Building competence and confidence while defining your right fit clients.
EXPANSION
Growing your capabilities, your team, and your freedoms.
TRANSITION
Raising up new advisors via segmentation, team work, and mentoring.
SUCCESSION
Leave on your terms when the time is right for you.
Our Advisor Services team provides
Business Planning & Development
- Admin Support Staff
- HUMAN RESOURCES MANAGEMENT
- LEASE & RENT MANAGEMENT
- Technology Support
- CONTINUING EDU SUPPORT
- Compliance/SUPERVISION
- Business Planning
- Advisor Collaboration
- Succession Planning
- Hybrid (B/D and RIA)
- Team Growth/Development
Ready to grow your practice
With Keating?
Contact us today to learn more about joining the Keating family.