We know that successful financial advisors have many options when it comes to managing and growing your business. With the industry rapidly evolving, these options are becoming more distinct in terms of available resources, oversight and financial opportunity. The direction you choose ultimately impacts the service you can provide your clients.
If you have an entrepreneurial spirit and want to benefit from the infrastructure and resources of a well-established firm, we invite you to consider joining the Insight Advisors team.
With us, you will have access to our technology, operational platform and professional resources while maintaining your own brand and independence to decide how you manage your practice. Our broad experience partnering with financial firms and acquiring advisor practices has resulted in an institutionalized conversion process that facilitates the seamless transition of your book of business. By leveraging our existing platforms, you can focus on building strong client relationships and growing your business.
Our industry has changed substantially in recent years, and the current regulatory environment requires financial advisors to handle administrative, operational, regulatory, and compliance responsibilities in addition to day-to-day client service and portfolio management. Administrative overload can be distracting for advisors trying to grow their practices.
By plugging into Insight Advisors’ comprehensive operational platform, you can maintain your own brand while focusing more time on what you do best.
Our Platform Includes:
- Portfolio Management Flexibility
- Dedicated Transition Team
- Experienced Service Teams
- Custodial Interface
- Operational Support
- Performance Software
- Client Billing
- Regulatory & Compliance Oversight
- Registration & Licensing
- Email Review & Retention
- CRM (Integrated)
- Electronic Filing System
- Marketing & Advertising Support
- Due Diligence
- Succession Planning
- Self-Branded Website Availability
- Mock Audits / Office Reviews
- Compliance Updates
- Access to Financial Planning Tools and Research
How does the Transition Work?
We understand that a smooth transition is critical to maintaining your book of business and keeping your clients happy. Once you decide to join the Insight Advisors team, we will develop a transition strategy to seamlessly migrate your practice onto our platform. Our custodial transition team is available throughout the entire process to see that all assets and investments are successfully transferred.
Moving your practice is one of the most important decisions you can make, and we want you to be happy you chose Insight Advisors. We have all the tools to ensure that when you decide to join us, you can pick up where you left off without skipping a beat.