Built For Firms That Serve Advisors
You know your product. Andy knows your customer.
FinTech companies, broker-dealers, custodians, and RIA platforms all face the same challenge — reaching and winning the trust of financial advisors is hard. Advisors are skeptical, busy, and bombarded with pitches. Understanding how they think, what they value, and what makes them act requires more than a good product. It requires someone who has been on the inside.
Andy Burgess has spent 25 years working across the financial services ecosystem — on the platform side, the advisory side, and everywhere in between. That perspective helps financial services firms grow their advisor relationships, sharpen their market positioning, and build more effective sales and business development strategies.
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Most financial services firms have strong products but struggle to translate that into advisor adoption. Andy works with sales teams and executives to build a repeatable, effective approach to growing advisor relationships — from initial outreach through close:
Sales process development — building a structured approach from first call to signed agreement, tailored to how advisors actually make decisions
Team selling alignment — coordinating internal resources so business development, product, and relationship management work together rather than in silos
Offering expansion — identifying opportunities to broaden or reposition the firm's offering to make it more compelling to their target advisor segment
Authentic outreach — replacing tactics that turn advisors off with approaches that build trust and create genuine interest
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Whether you're entering a new market, launching a new product, or trying to accelerate growth, Andy provides the strategic perspective and market intelligence to help you make better decisions faster.
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What advisors say they want and what actually drives their decisions are often different things. Andy helps financial services firms bridge that gap — refining how they position, message, and go to market with their platforms and products.
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Engagements are scope-based and structured around a defined project or time period rather than an ongoing retainer. Pricing varies based on scope, duration, and depth of engagement. Schedule a discovery call to discuss your firm's specific needs and get a tailored proposal.
If your firm is trying to grow its advisor relationships or sharpen its market strategy, let's talk.