FOR Advisors

Practice Development

Explore how Keating can help develop your advisory practice.

Practice Development

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

Ready to grow your practice

With Keating?

Contact us today to learn more about joining the Keating family.

Industry Disclosures

KEATING & ASSOCIATES:

Consulting and Financial Planning Services offered through Keating Financial Advisory Services, Inc. Keating & Associates and Keating Financial Advisory Services, Inc. are not registered broker/dealers and are independent of Raymond James Financial Services.

Investment Advisory Services are offered through Keating Financial Advisory Services, Inc. and Raymond James Financial Services Advisors, Inc.

Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please Click the links for the Privacy Notice and Form CRS for Keating Financial Advisory Services, Inc.

Raymond James’ Privacy Policy may be found here.

Raymond James’ legal disclosures may be found here

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

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