By joining the Advisor Alliance, advisors have access to a range of support services including dedicated administrative support, eliminating the need to source an assistant or other support staff. Advisors preparing for a transition to Lake Street will be supported by our in-house professionals rather than outsourced to the custodian’s transition specialist. We have a vested interest in your success and know that when we are in control of this process, the percentage of successful client transitions increases dramatically.
In addition, through our strategic partnerships, we can offer marketing services including branding, logo creation, website development, public relations and social media outreach. These services help independent advisors professionally brand their new practice to attract new clients and grow their businesses.