Our dedicated team is here to serve our advisors by offering all the support they need to succeed. Advisors can utilize our team, services, and technology for a unique and customizable solution.
We provide our advisors with the most comprehensive education and training possible. From investments to practice management to conducting appointments - we have you covered.
Our integrated Advisor Portal has all the features independent advisors need to help elevate the client experience, operate more efficiently, and offload your office administration.
Brookstone’s comprehensive Advisor portal is built on cutting-edge technology and includes a wide range of options and streamlined operational support for a fully integrated solution for your practice.
Track prospects and streamline onboarding
Our Advisor Portal is the central hub for our advisors. The Portal is where you would go to run proposals for clients as well as to find resources such as our forms, custodial paperwork, training materials, and more.
Back-office management
Our streamlined approach saves you time so you can spend less time processing paperwork and more time helping your clients reach their financial goals.
Our wide spectrum of investment options gives you the ability to offer an array of customized solutions to suit client’s risk tolerance, investment objectives, and timeline horizons.
Do it for me: Turnkey investment options with our CFA-designed RAISE core models.
Do it with help: Risk-based templates for any client profile and risk tolerance.
Do it myself: Expanded roster of investment options in our Open Architecture platform.
We provide our advisors with the most comprehensive education and training possible. Our Positioning Advisors for Success Series (PASS) is an expansive, multi-level training program built to suit advisors of all experience levels.
Advisor Core Training
Advisor Advanced Training
Inspire National Conference
Learn more about our advisor training
We provide our advisors valuable marketing services and comprehensive marketing solutions to help you attract and retain clients.
Full marketing support
Collateral and materials
Client communication pieces
Educational webinars & videos
Market commentary, newsletters, & fact sheets
And more!
Digital hybrid marketing
Tap into our proven marketing funnels to start reaching more potential clients today. Our highly targeted Facebook ad campaigns connect you to qualified prospects at local libraries, colleges, and universities.
We'll not only help you meet new prospects, our financial planning team can help you convert them into clients too. We serve hundreds of advisors, running thousands of plans each year; we know what works, what doesn’t, and what high-value clients are really looking for.
Leverage our planning team to:
Operational support
You can lean on our extensive resources of our operational team to help you streamline all your back office management. Our team will help you manage the entire process of administrating, funding, and maintaining clients’ accounts.
Compliance support
With the constantly changing SEC regulations and the onset of the new DOL fiduciary rule, full-scope compliance support is mandatory. Our team provides full compliance oversight, support, archiving, and E&O insurance.
Plus Trading, Billing Support, and more!
Watch as Dean Zayed, founder and CEO, discusses how Brookstone is redefining and reinventing the TAMP space by offering independent advisors a lot more than just a money management provider.
See what advisors are saying
“Brookstone's superior advisor support and training helped grow my AUM by 60% in just a few short years – including both a global pandemic and a maternity leave. Look no further if you are looking for an RIA to be a true, vested partner.”
"From the start of my career to buying and building a successful advisory practice, Brookstone has been there to help me every step of the way."
“Brookstone has always been a forward thinking firm. Providing me with cutting-edge technology solutions has made it easier and faster to conduct business.”
