Advisor PT — the essential element for building a perfect practice
Platinum.
A symbol of excellence.
PT on the periodic table of elements.
Used as a catalyst and prized for its malleability.
An icon for the invaluable coaching and counseling we provide.
You are an advisor looking to create positive change in your practice. You’re a manager seeking the same for your firm. The missing element: an experienced, perceptive and effective resource that can serve as a catalyst for that change. With Advisor PT, you have that.
Advisor PT was formed in 2009 in response to the lack of in-depth, meaningful coaching and counseling available to independent advisors, advisory firms, asset management firms and broker-dealers. Advisor PT can help you optimize the productivity, profitability and value of your practice or firm.
Advisor PT’s Managing Principal is Stuart Porterfield, an independent brokerage industry veteran. As a sales leader at a major asset management firm and broker-dealer, Stuart gained unique insights into the challenges of increasing distribution in a crowded marketplace, recruiting and retaining financial advisors. His years of experience as National Sales Manager for one of the largest independent brokerage firms are central to Advisor PT’s unparalleled ability to help you develop the momentum needed to perform at peak potential.
Success does not happen by chance. It happens on purpose.
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