WE WORK
FOR YOU
YOUR
VISION
OUR
MISSION
Are you planning to expand your practice? Develop new markets? Establish a business succession plan? Or perhaps you just want to serve your clients and maintain the lifestyle you enjoy. Whatever your path, AFP will help you get there!
With AFP, you will have access to unique private investments, a wide array of investment advisory solutions, best-of-breed practice management tools, and a forward-thinking team willing to take on your next challenge. Our goal is to fuel your success; as you define it.
THE BUZZ...
dan l.
afp advisor since 2011
I joined AFP to establish my independence and take control of my practice. I was especially interested in developing my fee-based business, and as experienced as I was, I knew I needed a supportive partner to reach my goals. Having a partner whose objectives were aligned with mine was critical.
Over the years, as I have identified new products or initiatives, the AFP team has always been willing to work with me to give me the tools I need to succeed.
PRACTICE
mANAGEMENT
AFP’s Praxis Dashboard helps streamline your practice with "single sign on" access to market data, email, forms, compliance, internal communications, and more. Praxis also offers a suite of optional, best-of-breed practice management tools accessible directly through the dashboard. subscribe to those you need, when you need them.
Our back office & commissions system provides a window into the AFP operations; you see exactly what we see. This allows you to track new business, commissions, licensing, and work flow.
PRIVATE INVESTING
Real assets can be an integral component in the portfolios of sophisticated investors, and AFP's alternative investment team offers a perspective and depth of experience that is unique within our industry.
We are eager to look well beyond mainstream public offerings to provide your clients with a broad palette of programs typically reserved for institutions and the very wealthy. Our extensive experience allows us to identify and evaluate unique opportunities; and on occasion, develop special offerings available exclusively to AFP advisors.
wealth management
We understand that your approach to wealth management is as unique as you are, and we are here to support you.
AFP advisors are able to select from a robust selection of investment advisory platforms, managers, and services to provide the flexibility you need. Through AFP, you can employ comprehensive management programs, select third-party managers, or manage your own portfolios via your choice of several custodial arrangements. AFP’s advisory services team will support you with billing services, client statements, trading tools and supervision.
We also embrace independent “hybrid” advisors by offering logical, sustainable oversight that satisfies our supervisory charge without excessive interference or expense.
business succession
Business succession planning is much more than executing your exit strategy. It can fuel growth opportunities and turn your practice into an enduring, transferable asset.
Most successful succession plans take place within the advisors broker-dealer, and we have successfully executed succession plans for dozens of our associates. With AFP Horizons, we have developed the resources and relationships necessary to help you integrate succession planning into your practice and provide solutions that are appropriate for you and your business regardless of where you are in your career.
INDEPENDENT, NOT ALONE
Being independent doesn’t mean being alone. We are very proud of the community that we have formed and strive to help advisors connect with each other. Meetings, conferences and social events help create a comfortable, relaxed culture where you can meet your peers, exchange ideas, and share in each other's success.
Often the friendships that develop lead to opportunities ranging from casually sharing ideas to sparking new business initiatives, or even forging new partnerships and business succession solutions. You never know how the next meeting or conference might contribute to your future success.
SERVICE
We realize that above all else, we are a service firm. Our goal is to make your experience as efficient and straightforward as possible. You should never have difficulty troubleshooting or connecting with a decision maker. When you reach out, you should feel confident that we know you, understand your practice, and genuinely care.
TRANSITION
A successful transition begins with thorough planning and preparation and ends with attention to detail and consistent follow-up. Our dedicated transition team will work closely with you to develop a transition strategy customized for your business model. Then, from start to finish, we will be with you every step of the way.
COMPLIANCE
Today, operating your practice within regulatory guidelines is more important and challenging than ever. The AFP compliance team will partner with you to offer practical solutions to help you grow while avoiding costly missteps that can jeopardize your practice. Our goal is to protect your business, not hinder it.
ready to rumpus?
AFP's "Rumpus", our National Leaders Conference, brings high-level advisors to exciting destinations for business and social events in a relaxed, informal atmosphere.