Webinar | Unlocking Growth: Three Strategies from High-Performing RIA Firms
The goal of every RIA firm is to attract and retain top talent and valuable books of business, and building for scale is crucial to achieving these objectives. We’ve analyzed the fees and compensation practices of thousands of RIA firms, identifying key strategies that drive success and profitability. Join SmartKx and AdvisorBOB as we reveal […]
The Advantages of BOBValue
BOBValue from AdvisorBOB allows advisors to access their book of business valuation, right in their AdvisorBOB account upon login. AdvisorBOB provides advisors with an accurate, real-time valuation based on client information and monthly compensation metrics. Now with BOBValue accessing an advisor’s book of business valuation is quick, easy, and accurate. Why is BOBValue important? 1. […]
Colton Pence named CEO of AdvisorBOB
AdvisorBOB is proud and excited to announce that Colton Pence has been promoted to CEO. Colton has done an incredible job spearheading the firm’s explosive growth, now servicing more than 2,500 advisors with over $100 billion in assets, building strong relationships and bringing together an incredible AdvisorBOB team. In a variety of roles at the […]
SEC Targeting Advisor Compensation in 2024
Late in 2023, the Securities and Exchange Commission announced the examination targets their investigators will be zeroing in on in 2024. Among other things, advisor compensation was listed as a specific area of focus for the SEC. The SEC will assess “alternative ways that advisers try to maximize revenue, such as revenue earned on clients’ […]
New Feature: Financial Plan Integrations
AdvisorBOB has been directly integrated with both DocuSign and Stripe. Advisors can now create, save, and send out financial plans directly in the AdvisorBOB interface. Client signatures and fees are now able to be collected via DocuSign and Stripe within the AdvisorBOB secure online platform. We have also enabled a Stripe section directly inside the […]
New Feature: System Overview Tab
AdvisorBOB loves client feedback, and one of our most important features has been created to meet our clients’ needs. We all know how complex compensation can be, and the System Overview tab will boost the efficiency of the software. The tab is located at the bottom of the navigation menu, available to all users. This […]
2023 AdvisorBOB Year in Review
2023 was another banner year for AdvisorBOB. We added a ton of new features to the platform, continued to build out our best in class team, and experienced explosive growth across all of our key metrics: We couldn’t be more excited about what 2024 will bring for the AdvisorBOB platform. A huge thank you to […]
Choosing Advisor Compensation Software
Finding the right compensation tool as a Registered Investment Advisor is crucial for the success of any financial practice. Advisors and admins must consider the features and capabilities of different tools to ensure that whichever platform is chosen offers scalability and flexibility for future growth. Table stakes for any advisor compensation software must include functionality […]
AdvisorBOB New Feature: System Overview
AdvisorBOB has new features on the way! Be on the lookout for a new System Overview tab accessible to all users in the next few weeks. The System Overview will allow AdvisorBOB’s staff to create documentation to keep administrators and users up to date on the latest news and functionalities of the system. To access the System Overview tab, navigate […]
AdvisorBOB Spotlights: Rep IDs
Did you know AdvisorBOB’s Rep IDs tab allows firm administrators versatility when creating new rep ids? AdvisorBOB provides multiple split models, this allows split reps ids to be as dynamic as possible. To create a new Rep ID, navigate to AdvisorBOB > Login > Rep IDs > + Rep IDs.
