ADVISOR CONSULTING

Our mission is to provide financial advisors with a road-map to create the ultimate advisory practice. We will achieve this through identification of the advisor's current state of the business, their specific goals and objectives, a well-defined plan to achieve those objectives, and ongoing monitoring of the plan's performance. With the exception of asset management, we help advisors with all aspects of their practice: new business development, sales process, proactive service model, team building, tracking systems, etc... We build long-term relationships with advisors on a foundation of trust and confidence. We are committed to the idea that our most important purpose is to serve the needs of our clients through results and unparalleled service.

Also known as: Advisor Consulting, LLC

Primary location: Newnan United States