By: Karen Hayes & David Bogdanov, Business Development Consultants at Private Advisor Group
Growth doesn’t just “happen.” It’s influenced by strategy, planning, and strengthened by the right resources along the way. Curious about what’s really moving the needle for advisors today? We sat down with Private Advisor Group Business Consultants Karen Hayes and David Bogdanov to learn what is influencing growth right now.
Building Your Foundation & Accelerating Early Growth
“When you’re starting out or ready to push your next phase of growth, it’s easy to feel like there are a thousand moving parts. It’s why our growth model is centered around clarity and choice,” shared Karen Hayes
Freedom of Choice Without the Overwhelm
While some firms push a single custodian, tech stack, or investment platform, we believe in flexibility with guardrails. You get a curated menu of best-in-class options, plus guidance from people who’ve helped hundreds of advisors find the right fit for their model.- Integrated Technology
Many advisors are handed a tech list and left to figure it out. With us, you get Greenhouse, our all-in-one advisor platform designed to bring compliance, portfolio management, marketing, and client engagement tools together under one secure roof. - Strategic Marketing Made Simple
Your brand is what sets you apart, but building it shouldn’t eat up your week. We help you define your message, refine your presence, and use ready-to-go resources to keep you visible and credible without adding another full-time job to your plate.
Scaling, Sustaining, and Protecting Your Legacy
“Growth isn’t just about adding assets. It’s about building something that lasts, something you can pass on with confidence,” shared David Bogdanov.
Our growth model isn’t just for new advisors—it’s designed to meet you wherever you are:
- Big-Firm Resources, Boutique-Level Attention
We bring the reach, partnerships, and influence of a national leader, while keeping our advisor relationships personal. You won’t get shuffled between departments, you’ll have direct access to our team, and we’ll know your business inside and out. - Advanced Investment Solutions to Differentiate Your Offering
We offer WealthSuite to aid in portfolio management, with a suite of options like Orion Custom Indexing, you can deliver personalized, tax-efficient portfolios at scale, something many RIAs can’t match without significant overhead. - Succession & Continuity That Put Advisors First
Most RIAs leave succession planning entirely on your shoulders. We guide your succession and continuity to help safeguard your clients, protect your staff, and preserve the value of your practice.
Why Our Growth Model Works
Built by Advisors, for Advisors
This isn’t theory, it’s a framework shaped by real advisor feedback and tested in real-world practice transitions, client acquisitions, and business expansions.
A Community That Lifts Each Other Up
Our culture is collaborative, not competitive. You’ll find peers ready to share ideas, celebrate wins, and help you troubleshoot challenges.
Your Next Chapter Starts Here
Whether you’re building your foundation, scaling to new heights, or planning your legacy, the right partner makes all the difference. Our growth model was built to give you more freedom, more clarity, and more confidence in every stage of your journey.
Let’s talk about where you want to go—and how we can get there together.
