Supporting Independent Advisors & Advisory Teams with Fiduciary Services
The Freedom of running your own business, with the support of Keating & its advisor financial management services. Learn more about how we support individual advisors and advisory businesses with our team of in-house experts.
GROW YOUR BUSINESS
The Unfair Advantage
1. Practice Management
At KEATING, we take on the day-to-day work of managing your people, operations, and clients.
2. Practice Development
Our proven process helps our advisors create the business they want through business planning, team growth, and succession planning.
3. Resources
We have the resources you need to build your dream practice through advisor collaboration, hybrid business models, and a professional network.
4. Freedom to Grow
Whether you’re a new advisor just getting started, or an experienced advisor we give you the freedom to build your business and brand in the ways you choose.
Supporting Advisors
Who Not How
Who can help me build a business plan?
KEATING provides the intellectual capital to help you develop a plan for your business. Our staff and advising teams will assist you in developing a roadmap that outlines your business goals and strategies. We are a team at KEATING with over 50 years of experience and when one succeeds, we all succeed.
Who can help me with a marketing plan?
Creating a marketing plan is essential for the growth and development of your business. At KEATING we have proven methods for marketing strategies and tactics to bring the best return on your investment. We will review and assist you in making adjustments to your plan as conditions warrant to maximize the performance of your marketing initiatives against your goals.
Who can I collaborate with for growth?
Together we accomplish more! Advisor collaboration is an immeasurable resource to draw on to be confident in the services your business provides. By leveraging each other’s unique abilities we will accomplish more together than we ever could individually.
What resources and support is available?
The intellectual resources you can draw from are vast and willing to walk alongside you during both the good and challenging times of your business journey. We will assist in ensuring that all your team members have a clear understanding of the vision and goals you have set for your business.
Time Matters
Our advisor partners have a support team that enables them to spend working hours doing what they love most and provides the freedom to enjoy an uninterrupted personal life outside of work.
Money Matters
There is virtually no limit on the amount of money that our advisor partners can earn, which empowers them to reach personal goals and support those causes that mean the most to them.
Relationships Matter
Spend your time with the people who are most important to you. By cultivating these relationships, our advisor partners enjoy stronger teams, increased collaboration, and a healthier work environment.
Purpose Matters
Pursue the things that are meaningful to you. Our advisor partners are free to do what they love through the business they create, the clients they serve, and discovering their purpose in life.
HOW ADVISORS JUST LIKE YOU GREW THEIR BUSINESS
The Guide to Growth
Growth doesn’t happen alone. The Guide to Growth shows how through collaboration, you can maintain your independence as an advisor, while still growing your business. Download the Guide to Growth today!
A partnership that fits your needs.
Our advisor life cycle is unique to your career.
What Advisors Just Like You Are Saying
I love the Freedoms that I have as an entrepreneurial advisor at Keating. I can focus on serving my clients and spending time with my family while Keating takes care of all the administrative functions of running my practice.
Beth Kraszewski, CFP®, CDFA®, CLU®
What Advisors Just Like You Are Saying
I value the collaboration culture within Keating. Keating’s advisor roster carries an extraordinary depth of knowledge regarding nearly all wealth management and financial planning concepts and strategies, and the team culture allows us all to serve our clients with an exceptional level of excellence.
Bettie Zimmerman, AIF®
What Advisors Just Like You Are Saying
“As a solo practitioner over the last 12 years, I felt it necessary to align myself with the right team to help enhance both the client experience, along with helping me the business owner and financial advisor reach my full potential”
Pete Stroer, AIF
What Advisors Just Like You Are Saying
“I joined Keating after 30 years in the business for the opportunity to collaborate with other advisors, with a wide range of expertise, so we can learn from each other and support each other as we seek to improve the lives of our clients.”
Steve Gideon, CFP®, CHFC®
About KEATING
Since 1975, KEATING has provided services that support advisors in their practice, accelerate their growth, and enable them to fully embrace the Four Freedoms that are possible with KEATING.
Who We Are
Our team cares deeply about people, our clients, our advisors, and each other. We are dedicated to building lasting relationships and an inclusive community through kindness and empathy. We aspire to create a better world for everyone we work with by promoting the Four Freedoms: freedom of time, relationships, purpose, and money. We thrive on making a positive difference in the world through our commitment to lifelong learning and embracing innovation.
At Keating, we are passionate about supporting entrepreneurial financial advisors and providing them with the tools and resources they need to succeed and positively impact our communities.
How We Succeed
Our success comes from our team’s ability to leverage their collective strengths and embrace the diversity and creativity of its members, by allowing each to use their unique abilities to create exceptional solutions for our clients. We are dedicated to creating strategic opportunities for our clients through our unwavering commitment to them while empowering those around us to grow and learn. We succeed by encouraging and supporting one another, which enables us to ensure that our clients and our team meet and exceed their goals and objectives.
What We Believe
We believe in and promote a culture of trust, support, and innovation where everyone is valued, and success is shared by everyone. By living our core values of excellence, teamwork, and having an abundance mindset, we work to exceed expectations in everything we do while pursuing to be a positive force in the lives of our clients.
How We Behave
Collaboration and creativity are at the heart of what we do here at Keating. Consistent communication and a commitment to intentionality, combined with doing the right thing, even when it is difficult, is how we hold ourselves to the highest standard of integrity and demonstrate authentic care and support for our clients.
At Keating, we approach our work with a positive, innovative, and engaged mindset. We are either succeeding or learning and growing. We have an authentic desire to be ethical, transparent, to continuously learn, and to be trustworthy to both our clients and team members. Being ethical is a way of life at Keating, and our team is committed to excellence in all that we do.
Advisory Teams & Individuals that We Support
Advisors
Elevate your business
with Keating.
Contact us today to learn more about joining the Keating family. Fill out the form for your free guide to growth, or contact our Director of Advisor Services directly.
