Who We Help

How do you take on the challenges and uncertainties of the financial services industry today? As market forces propel shifts in your organization’s structure and workforce, the demand for new and profitable business offerings, solutions, and employees increases.

With broad experience at a variety of financial services companies and a notable network of industry contacts, we offer unique insight into your business challenges and viable solutions for overcoming them.

At AK Advisory Partners we work with:

  • Sponsor Firms (Brokers/Dealers, Banks, Insurance Companies)
  • RIAs
  • Investment Management Firms
  • Financial Advisors

Each type of firm faces unique challenges. For example:

Sponsor Firms: In a bid to build a successful and highly reputable business, sponsors strive to affiliate with successful investment advisory firms and provide the best programs possible to their advisors. This can be accomplished through managerial, marketing and sales force initiatives that align with the market’s current demands and anticipate its future trends.

RIAs: As attractive as running your own business seems on the surface, many advisors that have decided to go this route have often underestimated how hard it is to both run a business and grow client relationships. For RIAs with existing businesses, it is necessary to constantly evaluate and update your organizational structures, procedures and strategies.

Investment Management Firms: Investment management firms are under pressure to develop new and reliable products that exceed the expectations of value-oriented sponsors and their sophisticated clients. But pioneering product lines cannot stand alone. They need support from efficient back office systems and well-trained marketing teams.

Financial Advisors: How do you differentiate yourself and your practice in an environment where clients are inclined to change advisors?

As your business grows, often times so does your staff. We have helped place employees in each types of the firms mentioned above, from entry level to the C-Suite. Learn more about our executive recruiting services.

The common denominator is that AK Advisory Partners stands ready to provide innovative solutions. contact us to learn more about our services.