AdvisorAssist Alliances - Partnership Program
When you partner with AdvisorAssist and MainStay Consulting Group, you're working with a company that's more than regulatory service provider. We're also recognized by our clients and the investment management community as a trusted resource for industry trends and advice in the the areas of distribution, back-office operations and technology solutions.
Our reputation and our commitment to keeping it can be a powerful tool as you work to grow your business.
Those accepted to our Partnership Program can expand their business through reciprocal opportunities and/or advertising with AdvisorAssist.com.
What types of firms does AdvisorAssist Partner with?
AdvisorAssist is dedicated to serving the needs of our advisor clients by providing "best-in-class" service and comprehensive, actionable advice. The success of our our business is based on trust, experience, and follow-through. When evaluating service providers for our own business and especially for our clients, these qualities are paramount.
If these qualities describe your firm and your ability to exceed the expectations or our clients and website visitors, please contact us by completing the adjacent form.
What to expect from a relationship with AdvisorAssist
With our trusted Partners, we strive to maintain open and regular communications with each other regarding performance, service offerings and industry trends. As a reminder, our goal is provide "best-in-class" service to our mutual clients!"
How does the Partnership Program work?
We do not define a strict method for conducting business with AdvisorAssist. As each of our clients will have their own unique needs and situations, we seek partners that have the products, services and dedication to meet those needs. For more details on how we might work together, please complete the adjacent form or call us at 617-532-0925.
Do you accept more than one provider for a specific business need?
In the interests of our clients, we strive to advise of clients of their best options for meeting their needs. In some instances, there many be several providers that are a good fit for the Client. AdvisorAssist will always disclose the relevant options we are aware of and disclose any relevant relationships.
For more information, please visit the Advisor Partners Directory.
Request Information
For more information, please complete the form below or call us at 866-513-4042.