Advisor Hunt Platform™
Why Platform Matters
Be Deliberate. Build Wealth.
Choosing the right Advisor Platform is the most important decision you’ll make after becoming an Advisor. In a consolidating and commoditizing industry, your platform should be a strategic growth partner.
Your platform impacts your ability to:
- Stand out from the crowd
- Access differentiated investment solutions
- Reduce admin and compliance burden
- Deliver a better client experience
- Grow, scale, and exit on your terms
What We Look for in a Dealer
Our Dealer Shelf offers autonomy, unique products, streamlined operations, and growth support.
4o mini
What your platform should do for you:
Advisor Hunt™ seeks platforms offering autonomy, alternative products, streamlined operations and differentiated experiences.
Advisor Autonomy
Empowering advisors to have control over their practices and communications.
Product Offering
Ensuring that advisors have the right suite of investments for their particular client needs.
Operational Efficiency
Keeping advisors focused on serving their clients and not the system.
Differentiation
Providing advisors with uniqueness in the marketplace
Platform FAQs
What types of advisors do you work with?
We work with all financial advisors including investment, insurance, planning, portfolio management, RIA and other financial advice. The commonality is that our clients must have a loyal clientele (ie. own their practices / books.)
What practice / book sizes do you work with?
It’s not the size that counts, but rather practice / book ownership. We work with advisors whose practice sizes range from boutique to billions in assets.
What is your Platform Shelf?
- Our Platform Shelf consists of select dealers, RIAs and portfolio management firms that we have vetted and that we believe are set up to thrive, build wealth and be part of the future of the rapidly evolving financial services industry. They are platforms that we are proud to represent.
- Our Platform Shelf is exclusively for firms that:
- provide a platform for advisors to differentiate themselves;
- provide access to non-commoditized investments;
- deliver a superior client experience through advanced technology and unique resources; or
- are otherwise positioned to thrive in the evolving industry.
Is changing platforms a lot of work and do I risk losing clients?
- It was a lot of work in the past, but with e-signature, digitization and remote client meetings it’s much smoother than even just five years ago. Advanced technologies and automation, along with streamlined processes, greatly reduce the admin burden of transitioning a practice.
- When advisors move to a superior platform, 9 out of 10 times we see asset growth by as much as 10–15% within a year, with some advisors consolidating assets in as little as three months.
- Providing greater differentiation and superior resources strengthens the substance of client relationships, increasing loyalty and frequently triggering asset consolidation.
Contact
- (332) 244-9550
- info@advisorhuntglobal.com
- 99 Wall Street, Suite 5409 New York NY 10005
