Private Advisor Group

Client loyalty may not be the asset you think it is. Here’s our CFO Adam Schorr’s perspective on building enterprise value and what buyers are actually looking for. https://lnkd.in/eyePtxqF

Advisors are finding that the most valuable conversations often start with their clients' lives, not their portfolios In our latest Perspectives, Jeffrey Byas, CFP®, AAMS® and John Strasburger, CFP® share why putting financial planning first can change the conversation. https://lnkd.in/ew3Eyxj2

If you stepped away tomorrow, what happens to your advisory business? If the answer involves a lot of phone calls and some improvisation, there's work to be done. Our CEO, Frank Smith, spoke with Connect Money about why lasting enterprise value often comes down to the less glamorous things: shared client relationships, documented workflows, and a continuity plan that keeps pace. https://lnkd.in/ePDfzD_5

We're honored to once again be recognized by Barron's. More than a ranking, this is a reflection of the incredible advisors in our community who continue to grow, innovate, and make a meaningful difference in the lives of the investors they serve. Congratulations on another exceptional year! https://lnkd.in/e_jpE93i

Cruising through 2026 with the navigational swiftness of a sunfish. 🌊 A quick stop in Minnesota brought together great conversations on service, technology, succession and what’s ahead. Hats off to the Land of 10,000 Lakes and our incredible advisors. We’ll see you on the water again.

Not every advisor thinking about selling their practice is focused on the same things as the buyers. That gap can be costly. Our CFO, Adam Schorr, joined Jeff Berman at Wealth Solutions Report to unpack what buyers actually look at, why founder dependency can matter more than expected, and how advisors can build a practice that holds its value long before an exit. For advisors thinking about what comes next, it’s worth a read: https://lnkd.in/gd_8CMMW

Give and give more. It’s one of our values, and this year's Invest in Others gala is a true example of that value in action. Congrats to all of the honorees, and a special shout-out to William T. Rabbitt, CFP, on his honorable mention this year for his incredible work with Habitat for Humanity of North Central Connecticut! #investinothers #proudsponsor

Streamline is back. We’re bringing advisors and office staff together for a day focused on smarter technology, more efficient operations, and practical ideas to help simplify the day-to-day. We're streaming live today, and if you are not part of Private Advisor Group? Reach out. https://lnkd.in/gyAQZqDU

"Build the mousetrap, set the right bait, and the rest will take care of itself." That's how John Farnham, our Director of Advisor Growth and Engagement, thinks about scaling a practice. Not more hustle. Better systems. In this month's Perspectives, John breaks down two real paths to scale, what separates top producers from everyone else, and exactly where to start if outsourcing is on your mind. Read it here → https://lnkd.in/eeVV_xqV

Celebrating Wealthies finalists, Drew Boyer, CFP® and Frank Smith! Proud to have them representing Private Advisor Group in NYC. On a day like today, we’re especially grateful to be surrounded by this city’s resilience and strength. 🇺🇸