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Advisor Success Stories

Find out what makes our Advisors successful

 
 
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Adam Hull

Location: Austin, Texas
Focus: Families & Family Offices
Clients: Around 30
Former Role: Owned equity in prior firm

Q: Why did you become an advisor?

I am passionate about helping people. Being an advisor allows me to have purpose.

Q: Why did leave your last firm?

They are a great group. Ultimately, I found myself in a position to help more sophisticated families. And I needed more tools in the toolset.

Q: Does AdvicePeriod have the tools you need?

Yes! I now have the experience and skillset to do more for my clients and work collaboratively with several large family offices. I never could have done that before.

Q: You had equity in your last firm, why give it up?

We had an honest difference of opinion on where the business should go. Looking back, making this move was an easy call. I now own 100% of our business and can deliver the client experience we want.

Q: How did the conversation go with your former partners?

I had a direct and open conversation about what I needed to do for MY clients. It was very amicable.

Q: How did your clients respond to the transition?

I made this move because I knew my clients would benefit. When I explained that to them, they understood immediately.

Q: Advice for advisors considering AdvicePeriod?

Figure out what you want to spend your time on. If you want more time with clients, AdvicePeriod might be right for you.


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Todd Butler