Welcome to Financial & Real Estate Advisor Services

Financial Advisor Services

Welcome to Financial Advisor Services

Financial Advisor Services provide a powerful tool in the Financial Services industry; a tool capable of solving many of the problems facing Advisors in today’s economy.

Determined to be the conduit to solve Advisors problems, our goal is to be known as the #1 resource that Financial Advisors turn to for just about any issue facing their practice. These issues include practice management, practice valuation, or sale, as well as the technology you need to remain competitive. We cater to Registered Investment Advisors, Independent advisors, insurance professionals & wirehouse reps.

Our system works by matching Advisors’ needs & wants with experienced professionals in the Financial Services industry. We bring these professionals together several times a year at our Advisor Conferences in Arizona, Colorado, and southern California.

Financial Advisor Services

Fee-Based RIA | Hybrid | BID | Insurance | Family Offices

For advisors seeking a friendly/compliant business model and firm, we offer several solutions

F/A Events

Designed for Financial Advisors that want to learn more about the Financial Services Industry from leading professionals.

At Financial & Real Estate Advisor Services, we bring together Financial Advisors and experienced financial services industry professionals at advisor conferences several times a year.

These F/As are Investment Advisor Representatives and Independent F/As that will be joining us IN-PERSON for these events. In addition, we also livestream broadcast via ZOOM to those who are unable to attend in person.

Our events cover topics such as:

F/A Lending
Business Succession Planning & Funding, Practice Valuation, M & A
B/D RIA’s
Working Capital for F/As
Mortgages, including Reverse Mortgages
Your firm’s custody arrangements
Financial Technology
Support current OSJs Real Estate Industry Services
Insurance Products & Services
Add new F/A’s or agents
and more!

SkySong is used to create a professional atmosphere that includes three TOP conference rooms that include space for presentations and areas to set-up your booths and/or monitors for networking opportunities before and after your presentation.

At each event, we target:

100 F/As to attend in person
50 F/As to watch sessions online Independent Registered Reps Independent Fee-based advisors

*Extend your Reach*

With our app SOCIO, not only can you live stream these events to potential new clients or F/As who are unable to attend in person, you can also save the video of your presentation and share the link to get current clients on board with your latest product and/or service.