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AdvisorBox PRO
Enterprise Solutions
AdvisorBox provides the platform, base features, and proprietary base content for firms to edit, delete, or replace completely.
AdvisorBox can be the platform a firm uses as their core advisor support system or as a tool to augment their current program and resources already in place.
AdvisorBox is a support platform for advisor acquisitions, mergers, succession, hiring, next-gen growth, continuity, and the lending to finance it all.
Increase net new assets and headcount
Increase asset retention from exiting advisors
Efficient financing transition of succession advisors
Added recruiting value proposition
Increase in advisor investment in their inorganic growth
Increase in executed continuity agreements
Identified and nurtured seller and succession pool of advisors
AdvisorBox PRO
The benefits of AdvisorBox is perhaps most realized by the OSJs, platform providers and independent broker dealers our robust platform was designed to support. If you have a team you support in acquisitions, recruiting, mergers, succession and/or continuity then AdvisorBox is an indispensable tool.
Provide support while getting support. Help your advisors grow. Get them pre-qualified for acquisition financing and help them to be excited about investing in their own growth. Get yourself pre-qualified so you can acquire and then if the right opportunity comes you can acquire and redistribute if that’s your strategy.
Utilize the tools to manage pipelines for your firm as well as affiliated targeted advisors. AdvisorBox can be your secret weapon or tailored for your brand and customized for your needs. Like individual advisor AdvisorBox apps, our enterprise AdvisorBox Pro clients also maintain their app regardless of which platform they are affiliated with or someday move.
Customize your firm’s AdvisorBox
APP CUSTOMIZATION & SETUP
Complete the Enterprise App Profile Form
Have a discussion with us about those answers
We populate your app based on this combination
You review and edit or approve
Customized App is launched and live for testing
After the app is live it is ready for any final polishing and edits.
Harness the AdvisorBox App in Multiple Ways:
Increase net new assets and headcount
Increase asset retention from exiting advisors
Efficient financing transition of succession advisors
Added recruiting value proposition
Increase in advisor investment in their inorganic growth
Increase in executed continuity agreements
The seller and succession pool of advisors is identified and nurtured
ADVISOR APP ACCESS
Provide advisors link to download app or provide access via website url
Select one of the two security login options available that advisors use to login and visibility access pages
Ability to upload spreadsheet of advisors directly into your app and can set for each advisor to receive an auto-email to set up their password
Provide different levels of viewer access to internal corporate intel
Have auto-access or control access of your advisors to your internal marketplace
Unlimited advisor apps as advisors have personal apps that connect to corporate provided intel
Support your advisors with your brand’s customized inorganic growth advisor support app. Use App to augment and integrate internal support to advisors. Add your own vendors, manage or automate the M&A marketplace, have full content control. You have the tools and support to build out sophisticated advisor support portals on the enterprise app.
CORPORATE APP ACCESS
Provide internal users with link to download app or provide access via website url
Select one of the two security login options available that advisors use to login and visibility access pages
Ability to upload spreadsheet of users directly into your app and can set for each advisor to receive an auto-email to set up their password
Have up to 45 corporate users on your corporate app and unlimited advisor apps (advisors have their own advisor app that connects to corporate app)
Depending on the level of app utilization your enterprise, various managers can have various access views of internal marketplace app and recruiting portal
Support your field leadership with your brand’s customized corporate support app. Use App to run recruiting, succession, continuity, buyers and sellers, and tailored vault and vendor portals.
Internal marketplace
opens new paths to retention & growth
Your internal advisor force M&A & succession marketplace is already built.
Activate your brand’s app within 48 seconds.
Have it fully customized within 48 minutes.
Have your brand’s customized app, security access and url ready to share within 48 hours.
The first rule of advisor retention is avoiding advisor attrition. Educating and promoting succession support and solutions keeps retiring advisors focused on selling within their broker dealer.
Some retiring advisors have been “coasting” for a while, their assets are dwindling each year as growth is no longer the advisor’s focus. When these practices are bought out by energized and ambitious growth-minded advisors, a stagnate client book can grow and blossom.
Inorganic growth through acquiring and recruiting is the current mega trend that still hasn’t reached its peak. Being a leader in this specific category provides significant retention and recruiting advantages.
Having an internal marketplace for advisors to be able to match and contact each other for free instead of paying an external vendor to match two advisors within the same firm. This helps to minimize the need for advisors to turn to external matchmaking and marketplace options leading to advisors from competitor firms purchasing and lifting out clients and assets.
With the quantity of advisors retiring over the next few years and the insatiable appetite advisors have to acquire, the firms who excel in their advisor support for acquisition and succession financing will grab headcount from the firms that don’t.
Lending Strategy, Solutions, & Platform
FIELD LEADERSHIP
SUPPORT PLATFORM
M&A and Field Leadership Support: Our team at AdvisorBox is readily accessible to field leaders and recruiting managers for any queries. Whether it’s a detailed explanation during a conference call or consulting on specific financing options tailored to an advisor's needs, we’re here to provide comprehensive support.
M&A, SUCCESSION & NEXT-GEN TAILORED EBOOKS
Broker Dealer Lending Solutions Guide: We offer to edit and approve a customized “Lending Solutions Guide” specifically tailored for your broker dealer’s lending program. This guide can be provided directly or made available to advisors, ensuring they have access to all necessary information at their fingertips.
ENTERPRISE APP &
PLATFORM ROLLOUT
Manager Support: AdvisorBox hosts lending program orientations and records FAQ webinars specifically for the broker dealer’s field leadership, M&A team, and recruiting managers. This ensures everyone is on the same page in the ways to help advisors leverage bank financing