Established RIAs with multiple advisors
Where the specialist cannot sit in every early conversation, and the firm needs one process rather than one expert.
Who you work with
Mike Auerbach
Founder, Advisor Marketing Partners
Mike’s experience spans financial services, advisor distribution, sponsor marketing, alternative investments, 1031 exchanges, and DST programs, including Chief Growth Officer at Bonaventure and VP of Growth at 1031 Specialists.
So an AMP engagement doesn’t begin by teaching an agency how the advisory business works. You work with Mike directly, not an account team.
Mike is the founder of a marketing firm. He isn’t a financial advisor, investment adviser, broker, attorney, or accountant.
Why AMP exists
The missing piece is a repeatable system, not more information.
Advisory firms do not primarily lack information about complex real-estate wealth strategies. They lack a repeatable system that helps ordinary advisors recognize the client, open the conversation, collect the right facts and know when to involve a specialist.
AMP exists to build that system.
What AMP builds
Enablement first. Marketing as the surface that carries it.
AMP builds
- Opportunity-recognition frameworks
- Advisor conversation systems
- Plain-English strategy explanations
- Client-ready materials
- Specialist-escalation workflows
- Product Specialist OS implementations
- Firm positioning and rollout materials that support the system
AMP is not
- A broker-dealer, investment adviser or financial adviser
- A qualified intermediary, tax adviser or law firm
- A securities-product recommendation service
- A volume lead-generation agency
- A generic social-media agency
Websites, biographies, referral materials and positioning are implementation surfaces. They help the firm communicate the capability after the enablement system has been defined. They are not AMP’s primary product.
Who AMP serves
Best fit is a firm that already meets these clients.
Firms serving business owners and property owners
Where appreciated real estate already appears, but often sits outside the financial plan.
Firms with alternatives capabilities or specialist partners
Who need advisors to recognize the situation and advance a complete case, not to become product specialists themselves.
Platforms extending specialist capacity
That want a larger advisor population to get further before a specialist has to step in.
Who this is not for
If the honest answer is no.
- New advisors seeking purchased leads
- Firms looking only for a low-cost website template
- Firms seeking unreviewed tax, legal or product recommendations
- Firms unwilling to involve their own compliance, tax and legal resources
If the honest answer is that you do not need this work, that is what you will hear. You work with Mike directly, not an account team.