Supporting Independent Advisors and Advisory Teams
We want to help you take your advisory practice to the next level. Let us do all the heavy lifting of day-to-day tasks so you can focus on what you do best. Watch the “Why Keating” video to learn more about our culture, and what our advisors mean to us.
TAKE IT TO THE NEXT LEVEL
Grow your practice with Keating.
The Freedom of running your own business, with the support of Keating and its advisor financial management partnerships. Learn more about how we support individual advisors and advisory businesses with our team of in-house experts, or if you’re ready, reach out to us to learn more.
THE FREEDOMS
Discover the freedom to focus on what matters.
Freedom can mean a lot of different things. At Keating, we believe it means having the ability to focus on what matters most while not stressing about the details. The services we offer to our Keating advisor partners are structured with this in mind.
So, if you are someone that feels buried under all the paperwork that is required by the financial services industry or feel like you don’t have enough time to enjoy your personal life outside of work, we are here to help.
Time Matters
Our advisor partners have a support team that enables them to spend working hours doing what they love most and provides the freedom to enjoy an uninterrupted personal life outside of work.
Money Matters
There is virtually no limit on the amount of money that our advisor partners can earn, which empowers them to reach personal goals and support those causes that mean the most to them.
Relationships Matter
Spend your time with the people who are most important to you. By cultivating these relationships, our advisor partners enjoy stronger teams, increased collaboration, and a healthier work environment.
Purpose Matters
Pursue the things that are meaningful to you. Our advisor partners are free to do what they love through the business they create, the clients they serve, and discovering their purpose in life.
ADVISOR SOLUTIONS
Making your job easier, and your client's experience better.
Our team at Keating is dedicated to making this a reality for our financial advisor partners. Whether you need day-to-day operational support or comprehensive business development strategies, we can provide the systems and processes you need to elevate your business.
Practice Management
Our talented team members are ready to support your day-to-day business operations and make your life a little easier.
Practice Development
We have developed systems and strategies that will integrate into your practice to help grow your business.
Advisor Freedom Solution™
Break through the Ceiling That's Slowing You Down.
You’ve reached a point where the daily demands of running your practice are limiting your ability to fully capitalize on new opportunities. The Advisor Freedom Solution™ is designed specifically for advisors like you – experienced, successful, and ready to take the next step – be removing the operational weight so you can focus on what you do best: building relationships and growing.
ADVISOR SUPPORT
Services and support we offer to our advisor partners.
Our goal is take the busy-work off of your hands, so you can focus on your clients. Here are just some of the services we provide.
- Admin Support Staff
- HUMAN RESOURCES MANAGEMENT
- LEASE & RENT MANAGEMENT
- Technology Support
- CONTINUING EDU SUPPORT
- Compliance/SUPERVISION
- Business Planning
- Advisor Collaboration
- Succession Planning
- Hybrid (B/D and RIA)
- Team Growth/Development
Your next opportunity
begins today.
Contact us today to learn more about joining the Keating family.