AK Advisory Partners The Key To Future Success : Page 1
A K AK A dvisory P Artners LLC unLoCKing reAL vALue AK Advisory Partners provides advice and training to firms and individuals in the fee-based, investment management and wealth management areas. What We Do Our Services Strategic Assessments Branding and Marketing Training Contact Us 3 4 6 8 9 10 Your Key to Future Success How AK Advisory Partners can help you define and reach your business goals. “Our core mission at AK Advisory Partners is to collaborate with clients to develop and implement strategies to unlock real value in their businesses.” Andy Klausner Founder and Principal
Your Key To Future Success
How AK Advisory Partners can help you define and reach your business goals.
“Our core mission at AK Advisory Partners is to collaborate with clients to develop and implement strategies to unlock real value in their businesses.”
Founder and Principal
Change. Resiliency. Two words – two concepts - that precisely define today’s financial services market.
To stay competitive, yet profitable, as long-term partners with your clients, it’s important to recognize rapidly changing industry trends and respond with prudent, flexible and practical strategies for success.
AK Advisory Partners understands today’s challenges. Our mission is to help you navigate today’s market landscape and regulatory environment by bringing efficiency and innovation to your business structures, offerings and practices. We’ll help you unlock real value in your business by solidifying your brand and helping you set and meet your strategic objectives.
As you read and learn about our services, please feel free to contact us to see how AK Advisory Partners can partner with you for your future success.
Andy has worked in the financial services industry for more than 25 years. He began his career at Townsend-Greenspan Inc., the firm founded by noted economist Alan Greenspan.
Through associations with Lehman Brothers, UBS and Salomon Smith Barney, Andy honed his analytical skills on the research side of the business and evolved into investment management consulting, where he concentrated on marketing, sales and client service.
As his consulting skills grew, Andy took on more expansive roles including product development and management, department building and change management, working at Morgan Keegan and Janney Montgomery Scott on the brokerage side, and CCO Investments on the banking side.
With affiliations across the United States, Andy serves leading brokerages, banks, and financial advisory firms with a broad range of services specific to the financial services industry. He also works with RIAs and individual advisors. Andy specializes in business development, risk management, product development, branding and marketing.
Andy holds a BA from the University of Michigan and an MBA from New York University. He speaks frequently at industry conferences, including regular appearances at the Investment Management Institute.
He is a former member of IMCA’s Advisory Council and he has held the Series 7, 9, 10, 24, 63 and 65 licenses.
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