The Advisor Experience
A Movement of Successful Advisors in the Relentless Pursuit of an Improved Client Experience
Now it’s your time.
A Movement of Successful Advisors
While each advisory team at NewEdge Advisors operates as an independent practice, our platform encourages a culture of collaboration and idea-sharing across the network. Partnering with NewEdge Advisors is an active decision to join a movement of successful advisors in the relentless pursuit of an improved client experience. Advisors in the partnership aren’t asked to adopt our Client First Philosophy, they are welcomed because they’ve operated under that mandate for their entire careers, and they have become successful because they have always put the client’s needs first.
We are curating a partnership of top practitioners in our field who are entrepreneurs, thought leaders, and problem solvers who believe that sharing resources, experiences, and best practices across a network of like-minded professionals contributes to increased success. Together, we are shaping the future of our industry.
The Advisor Community
While each advisory team at NewEdge Advisors operates as an independent practice, our platform encourages a culture of collaboration and idea-sharing across the network.
While the industry is deploying technologies that disconnect the advisor from the client relationship, our technology was built by advisors, for advisors. Our aim is to help advisors run their practice more efficiently so they focus more on what they do best — working with existing clients while attracting new ones.
The Next Phase
Our Advisor Succession Program (ASP) allows advisors to extract value out of their business, including monetizing part of their revenue while maintaining autonomy and control, acquiring other advisor books, or fully transitioning their book to another advisor when they are ready to retire.