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 management 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.

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.

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.