AZELLA Advisor
  • Solution
    • Breakaway Advisors
    • Recently Transitioned Advisor
    • Own an RIA or Hybrid
    • ADA Compliance Website
  • How it works
  • Company
    • About AZELLA
    • Meet Your Team
  • Resources
    • What are Breakaway Advisors?
    • Free SEO Scan Tool
    • Download Transition Checklist
  • I’m Ready to Grow
Select Page
Branding 101 for Breakaway Advisors

Branding 101 for Breakaway Advisors

by David Roberson | Advisor Marketing, Breakaway Advisors, Independent Advisors

In an ocean of some 400,000 financial advisors, what makes you so unique, so compelling and so different from the rest of the field? In a word: BRAND. Branding is about differentiation. As an advisor, your brand tells your prospects and clients the ‘what’ and ‘how’...
5 Things Every Advisor Should Do To Keep Clients Happy

5 Things Every Advisor Should Do To Keep Clients Happy

by David Roberson | Financial Industry, Independent Advisors

I just fired my homeowner’s insurance agent today. No joke; that’s exactly what I did, hence the topic for this article. After 4 attempts at reaching her over the last 7 business days, 3 of which were direct conversations with her assistants, I was...
Planning for the worst – What an advisor should do when a client passes away

Planning for the worst – What an advisor should do when a client passes away

by David Roberson | Independent Advisors

I originally had planned on continuing the discussion from last week’s article on lead generation and sustaining an advisory business for the long haul but two events occurred in the last week that has me changing course on this week’s subject matter.  My aunt, 85...
What I hear from advisors “I NEED MORE LEAD FLOW!”

What I hear from advisors “I NEED MORE LEAD FLOW!”

by David Roberson | Advisor Marketing, Independent Advisors

There are things about independent advisors that I truly admire. Their sense of entrepreneurship, dedication to their clients, and understanding the meaning and implications of being a fiduciary just to name a few are second to none. And as business models in the...
5 things every Financial Advisor should think about when going Independent

5 things every Financial Advisor should think about when going Independent

by David Roberson | Breakaway Advisors, Independent Advisors

As I wrote in my previous article, Chapter One, “We Were Stockbrokers”, the financial services industry has, is and will always be one of rapid change. Technology, the geopolitical landscape, regulation, deregulation and the economy, to name a few factors, will...
We Were Stock Brokers

We Were Stock Brokers

by David Roberson | Financial Industry, Independent Advisors

Year: 1986. Place: NYC with a great wire-house, I took the Series 7 and 63 and “poof”, I’m a stock broker. This was before Al Gore invented the internet (actually the protocols for data transfer were invented in 1980 by two computer scientists, Vinton Cert and Bob...

Get More Information

Join our growing family of advisors, comprised of over $40 billion in AUM


  • Follow
  • Follow

Marketing Solutions

Breakaway & Transitions
Independent Advisors
RIAs & Hybrid Firms
Advisors ADA Compliance

About Azella Advisor

Our Story
How it Works
Client Request Form

Resources

What is a breakaway advisor
Advisor Transition Checklist
Advisor Resources

Contact Us

Schedule a meeting

Address: 709 North 6th Street, Kansas City, KS

 

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

© Copyright 2019-2021 AZELLA Advisor LLC All Rights Reserved. | Privacy Statement | Terms of Use & Linking Policy | Cookie Policy | Legal Statements