Back in 2006, Dean Zayed identified an opportunity in the financial advisory industry, which was fragmented, principally between insurance-based professionals who worked largely on commissions and securities-based professionals who primarily charged fees. “I had a vision of converging these disciplines under a platform that provided coordinated, holistic support to transcend all types of financial advisory practices,” Zayed recalls.
Advisors are not one-trick ponies
That’s when he founded Brookstone Capital Management, an $8.4 billion Registered Investment Advisor (RIA) that would sit at the intersection of insurance and fee-based money management with the goal of creating the most enhanced asset gatherers in the industry.
Besides providing full-service support, Brookstone is on a mission to transform advisory practices so they can realize their full potential. “Advisors are not one-trick ponies,” says Zayed.
“They have to provide comprehensive, credible advice on a wide variety of financial situations for a wide variety of clients. We can help.”
Building a multifaceted relationship
A relationship with Brookstone, which provides a turnkey asset management platform (TAMP), comes with everything necessary to build a successful practice. Advisors have access to comprehensive training, marketing and lead-generation tools and a proprietary, cutting-edge technology platform specifically designed to empower advisors to grow their businesses in multiple ways. “Advisors can easily use our unique, seamless portal to run their entire book of business,” says Zayed.
With Brookstone’s turnkey solutions, advisors are able to attract more qualified prospects and increase closing ratios. They’re able to gather more client assets and grow their book of business. With more assets under management comes more revenue growth, which further enhances enterprise value. That’s especially true as more of those assets are under active management with recurring revenue instead of being transactional and commission-based. “Everything we do transforms the advisor’s entire business,” says Zayed. “We get more assets into your practice while you remain positioned as the financial quarterback — the personal CFO — of every client you have.”
Open architecture platform
Besides enhancing franchise value, Brookstone’s investment platform allows advisors a great deal of flexibility. Advisors can leverage Brookstone’s turnkey model portfolios, which are risk-managed and built for relevancy in all market cycles. For more complex situations, advisors can utilize Brookstone’s team of financial experts to analyze current portfolios and collaborate on a customized, goals-based solution for clients. With its open architecture approach, Brookstone has access to a vast universe of investment solutions for any client situation.
“That’s the beauty of the flexibility of our open architecture,” says Zayed. “It allows you to navigate in whatever way you think is in the best interest of the client.”
In addition, Brookstone has training resources that enhance the skill sets of advisors. These resources help advisors achieve their goals more quickly and efficiently. By enabling them to sharpen individual skills, such as how to create more compelling client meetings, Brookstone can help maximize and optimize the success of each advisory practice. That’s true no matter how experienced or new an advisor may be. “No one is above furthering their knowledge and gleaning new ideas,” says Zayed. “Continuing to add to your repertoire will always make you that much more successful.”
Taking out the noise
With individualized attention, cutting-edge technology, an open-architecture platform, and comprehensive training to empower advisors of all types to reach their A-game, a partnership with Brookstone can do more than help advisors reach their business growth goals. It can also ease the challenges that come with day-to-day operations.
With Brookstone, advisors are no longer distracted by the hassles and noise that are typical in the maintenance of a practice. They are free to focus on what they do best — cultivating new relationships and helping existing clients manage their wealth and plan for retirement. “You are the rainmaker of your firm,” says Zayed. “You have choices on the ideal partner that will be instrumental to your success. We have helped thousands of advisors reach the highest levels of success, and our goal is to help thousands more. Let us help you achieve and succeed.”
To learn more about how the Brookstone platform can help you grow your business, visit Brookstone2022.com.