AdvisorNet Financial

The strongest financial plans start with the right foundation. But how do you ensure your clients are getting the best coverage at the best price? We've got the process– and the expertise– to make it happen. Check out our short video to learn more!

Typically when an advisor outsources asset management they’re limited on options. At AdvisorNet, we view our Portfolio Partners program as more of insourced asset management where you can bring the Portfolio Partners team in alongside you and your staff inside of your practice, servicing and supporting your book of business the way you always have been, but with more support. We’ve also partnered with Stonebridge Capital Advisors as our portfolio manager, working hand in hand with our operations and implementation team and our investment committee to ensure that we have all levels of experience, expertise and service to ultimately again bring more not only to the advisor but also and more importantly to the individual client. More people, more resources, more support. Reach out to Michael Townsend, RICP® or Jennifer Haas if you think getting extra support and expertise is something your practice could benefit from.

Insurance and risk management products are a foundational solution for clients and their financial plan. If you want help with case development, risk assessment, and product selection, AdvisorNet’s Concierge Service can work directly with you and your clients—acting as an extension of your firm. We’ll also take the application and follow it through underwriting, all while keeping you and your client informed. We give you that peace of mind that your client is cared for so you can focus on your business. If you aren’t getting concierge service for your insurance and benefits case opportunities today, it may be time to see what AdvisorNet and our concierge team can do for you.

Advisors affiliated with AdvisorNet are fortunate to have many options available to them as they choose how to best serve their clients. One of those options is to leverage its Portfolio Partners program. Usually when you outsource money management, and an advisor chooses a third party strategist, they are married to their style and strategy. You’re buying bucket – they have a set strategy and it's not unique to your individual client. Portfolio Partners, on the other hand, has 7 unique models as part of its turnkey asset management program. But unlike other outsourced asset managers, Portfolio Partners has the flexibility to bring more to you and your client, like being able to transfer assets over in kind and gain/loss harvesting at year end. While you can do this all on your own as advisor as PM, it can take a lot of time and Portfolio Partners does that heavy lifting for you. If you’d like to explore if Portfolio Partners may be right for you and your practice, please reach out to Michael Townsend, RICP® or Jennifer Haas.

Just like how any foundation is critical to what it’s supporting, so is a financial plan for the clients you serve. That’s why Planning Partners provides comprehensive financial planning services and well-researched recommendations for insurance, tax, qualified plan, investments, and more. We’re an extension of your team. If you’re not getting this type of support for your practice from your current broker-dealer or RIA platform, reach out to Mike Townsend to learn how AdvisorNet may be able to help you and your business.

Helping your clients’ businesses grow through competitive benefits is where we can step in and offer our expert advice and solutions. Our Group Benefits team can help you from start to finish and our process is simple: design, enroll, retain, and grow. Let us take care of the leg work, so you can help your clients’ businesses grow. Reach out to Erik Miller or Collin Titus if you’d like to learn more.

The value of your practice increases when “how” you run your business isn’t reliant on you being the center of it all. Because when you eventually decide to sell, your practice needs to continue to run without you in the picture. Many of our affiliated advisors have seen the value of using our Portfolio Partners platform for the management of their client’s assets. It allows them to focus on serving their clients and move the risk and effort of performing product due diligence, selecting the investments, and trading and rebalancing onto us. Chad Norling and his firm has leveraged Portfolio Partners with great success. Listen to his story as to why he made this decision and how Portfolio Partners has helped his clients and his practice overall. Want to find out if Portfolio Partners is right for you? Reach out to Mike Townsend today.

As an independent financial advisor, your firm might not have time to deal with all the life insurance details for your clients, such as product selection, underwriting, negotiations, and all the other time-consuming work that comes with helping your clients with their life insurance needs. But that’s why AdvisorNet Insurance exists—to take those tasks off your to-do list. If you would like to find out how our insurance sales and case management teams can support you and your business, message Erik Miller, our SVP of Insurance and Benefits, to see how we can lighten your load.

Our employees are the cornerstone of our company and their passion for serving our affiliated advisors is unmatched. Today we wanted to take a moment to show our appreciation for the hard work, dedication, and positive energy each one of them brings to our team. To celebrate our employees, we’ve brought in a couple of treats for the day, including donuts for breakfast and pizza for lunch. Spending time together with each other over a break or during lunch is a great way to reconnect and recharge for the rest of the day. We always want our employees to know how much they are valued.

Yesterday we held our annual shareholder meeting where we review our business results and strategy forward. AdvisorNet is proud of its unique ownership model. The affiliated advisors we serve are also our owners and shareholders led by a Board of Directors that provides strategic oversight for the company. As a privately-held company, our ownership model has several distinct advantages over other common models. Unlike private equity owned companies, we're not looking for our next exit strategy and liquidation event. Whereas publicly traded companies worry about myopic events and next quarter's earnings release, AdvisorNet focuses on the future and our long-term vision to continue to invest in programs that best support independent financial advisors, their clients, and the growth of their practices. We are always considering new advisors to affiliate with us and potentially become shareholders as well. If you'd like to learn more, please reach out to Mike Townsend or Jennifer Haas.