AdvisoryQuest (AQ) came about as the result of the growing number of software and service providers offering solutions to the financial advisory industry over the past few years.  Practice management has also become increasingly more important to the success of financial advisory firms, particularly those seeking to grow and build efficient businesses.

These trends have resulted, at least partially, from the variety of business models available to independent advisory firms, the complexity of guiding a successful growing financial advisory business, and the technology (software) required for running an efficient financial advisory firm.

AQ's Founder/Chief Solutions Officer, Reid Stone, has held positions where he was responsible for researching potential solutions for improving the operations for firms. It was often a daunting task to identify and research viable options.  AQ provides a place for financial advisory professionals to identify possible technology and service solutions for creating an efficient and effective firm. 

Reid follows the latest practice management news from a variety of sources within the industry and writes articles for the AQ BLOG.  The blog also periodically has guest bloggers write practice management articles of interest to advisory firms.

Industry Publications provides links to publications focused on the financial advisory industry. 

The site also includes an Industry Research area that provides links to the latest research studies, surveys, and white papers to help guide the growth of your business. 

Additionally, AQ has links to experienced Industry Experts who are subject-matter experts in a specific area of the industry including: Practice Management, Business Operations and Strategy, Marketing, and Technology.  You get a chance to see the experts in action before hiring them! This section will continue to grow as more experts are identified or suggested by readers.

Offsite you can follow my Twitter @AdvisoryQuest.

I recently created a LinkedIn Group called Investment Advisory Operations Leaders to provide a place where operations leaders can share ideas, experiences and solutions.

If there are any solutions you feel should be added, send an email to reid@advisoryquest with the name of the product or service.  It will be researched and added if appropriate.