Advisor PT Information

Advisor PT is a Performance Coaching and Consulting firm that specializes in the independent advisor market segment. After an initial discovery session, Advisor PT will offer coaching services for independent advisors and advisory firms in the areas of strategic planning, client acquisition and loyalty programs, practice effectiveness, profitability growth and practice value optimization. Through a Strategic Partnership with FP Transitions, Advisor PT will provide certain coaching clients with a complete FP Transitions Practice Valuation. Our goal is to help independent advisors define and attain their personal vision. We call it Practice Perfected. Additionally, Advisor PT is available for consulting engagements with asset management firms and broker-dealers to drive growth and increase profitability by creating strategies for key account management, sales team development, product line efficiency, Advisor recruiting and retention programs and more. For additional information of Advisor PT, please visit the website - www.advisorpt.com