Time to do more of what made you fall in love with this business – spending time with clients and helping them define and achieve their most important goals. We understand. We love spending time with our clients, too. When you partner with BAM Advisor Services, we are by your side every step of the way, helping your firm become more efficient, more productive, and more successful.
Start spending more time with your clients.
Thinking of adding an employee? How about the power of 200? Working with BAM means connecting to an organization of industry experts, operations specialists and national thought leaders to help your firm achieve more than ever before. You also become part of an experience community of like-minded wealth advisory firms who understand your challenges and will help you find solutions that work in the real world.
Get connected to people who can help build your business.
How does your firm measures success? More clients? Larger assets? BAM helps wealth advisors develop strong prospective client pipelines to help make success more accessible, no matter how you measure it. We also provide educational opportunities to help advisors better connect with prospects. These include information on everything from implementing an effective marketing plan to optimizing time with clients using proven client growth strategies.
Get the tools you need to grow.
By partnering with a team that can give you more capabilities and guidance than you thought possible. Connecting with BAM means gaining a team of professionals—advisors, investment analysts, operations experts, practice development coaches and national thought leaders. These professionals have extensive experience in every facet of your practice and are committed to helping you stay ahead of the competition. Together, we’ll identify how you can maximize your time and opportunities, so that you spend more time with the people and projects that expand and enhance your business.Meet our team.
That’s why firms come to BAM; we’re a partner, not a vendor. We provide real, tangible benefits to you and your clients. Along every step of the way, we’re there to guide and support you while also providing operational and administrative services. You get a team of professionals with time-tested strategies in marketing, client growth, professional development and many additional areas of the business. And after you’re on the right track, BAM provides access to learning and development opportunities via an active community of independent wealth management firms that help your business and employees achieve more.See our comprehensive list of services.
Finding the right clients starts by increasing and enhancing the time you spend discovering and developing them. BAM helps you utilize client development and marketing strategies to find the clients you’re looking for. We also provide defined client experience maps and high-touch service guidelines to help your existing clients achieve their financial goals and become your biggest advocates. Regardless of the type of clients you serve, BAM’s turnkey campaigns and messaging strategies help you maximize the effectiveness of your efforts. It’s time someone provided advisors with real answers to help them grow their business.See how we help build your practice.
Just say the word. Whether you oversee an already successful practice but want to take it to the next level, or you need help becoming a stronger, more established organization, we can help. Let us show you how BAM Advisor Services can help make independent wealth management firms more profitable and more productive.See the benefits we help bring to your team.
Browse our library of additional resources to learn more about who we are and how we help firms just like yours.
BAM thought leadership has created a library of timeless articles that reflect the core of what we do and our approach to financial services.
We see past the spreadsheet to understand your most important dreams and goals.
Our clients are at the center of everything we do. It’s beyond a job, beyond a profession; it’s a sense of calling.
We base everything we do on the latest academic research and tailor those findings to the specific needs of our clients.
When we help our clients manage their wealth with wisdom, it feels like we’ve done our job.