Affiliated Advisors

Affiliated Advisors Our mission is to help independent financial advisors build the practices of their dreams.

Congratulations to Andrew Nickoletos of advisor team Precision Wealth Solutions for being honored with the prestigious B...
07/07/2023

Congratulations to Andrew Nickoletos of advisor team Precision Wealth Solutions for being honored with the prestigious Best of Westchester Award by Westchester Magazine!

Andrew consistently goes above and beyond to ensure his clients' financial well-being. Congratulations, Andrew! Your dedication, professionalism, and commitment to your clients' financial success are truly commendable.



Westchester Magazine Best of Westchester 2023 is awarded to the top vote getter of a survey conducted through Westchester Magazine's website. Nominees were chosen by the public in various categories. "Best of" winner is awarded to the nominee that received the most votes in each industry category. In this case it was in the Financial Advisor category The results can be found on Westchestermagazine.com. No clients were consulted and no fees were paid to determine the winner. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation

This Independence Day, we celebrate the values that make our nation special and are reminded of those countless sacrific...
07/04/2023

This Independence Day, we celebrate the values that make our nation special and are reminded of those countless sacrifices that allow us to enjoy the freedoms and opportunities we hold dear.

As we reflect on last week's , we're reminded of the valuable ways we connected, learned, and had some fun together!😀 ...
06/28/2023

As we reflect on last week's , we're reminded of the valuable ways we connected, learned, and had some fun together!

😀 Collaboration matters. With our unique expertise, insights, and experiences, we elevated each other through diverse perspectives and ideas.
🤓 Staying informed on industry trends, products, and regulations helps us sharpen our skills and stay ahead in a competitive market.
🤩 Peer support makes a difference! We shared experiences, tackled common challenges, and celebrated successes.

Click here for some more photographic evidence of this connection + fun: https://www.affiliatedadvisors.com/2023-affiliated-advisors-retreat

As we reflect on two days of learning and engagement, we are grateful to our sponsors who helped make it possible:▪️ All...
06/26/2023

As we reflect on two days of learning and engagement, we are grateful to our sponsors who helped make it possible:

▪️ Allianz
▪️ AssetMark
▪️ Diversified Brokerage Services & Nationwide
▪️ Pacific Life
▪️ Touchstone
▪️ Transamerica

Thank you again, sponsors, for your support of our community of advisors.

🎬 That's a wrap on the Retreat! We enjoyed gathering our advisor community from all around the country for a great mix...
06/23/2023

🎬 That's a wrap on the Retreat! We enjoyed gathering our advisor community from all around the country for a great mix of education... and fun!

Thank you for making our gathering one for the record books.

06/23/2023

🎬 That's a wrap on the Retreat! We enjoyed gathering our advisor community from all around the country for a great mix of education... and fun!

Thank you for making our gathering one for the record books.

Diversified Brokerage Services is a longtime partner of ours and we greatly value their insights about life insurance — ...
06/19/2023

Diversified Brokerage Services is a longtime partner of ours and we greatly value their insights about life insurance — we think attendees will too! They've brought their peer Shawn Britt of Nationwide Retirement Institute on board to share "Long Term Care Planning for Business Owners and Affluent Clients."

On this 156th anniversary of Juneteenth, we reflect on the resilience, strength, and perseverance of those who fought fo...
06/19/2023

On this 156th anniversary of Juneteenth, we reflect on the resilience, strength, and perseverance of those who fought for freedom and equality.

Knowing how to prospect as a financial advisor is essential for the growth and success of your firm — even if your reten...
06/18/2023

Knowing how to prospect as a financial advisor is essential for the growth and success of your firm — even if your retention efforts are on point. That's why we're pleased to introduce Rachel Rauch of AssetMark as she presents "The Prospecting Process" at our .

The guidance, advice, and love of a father never fades, no matter how far we are from him in time or distance. To our co...
06/18/2023

The guidance, advice, and love of a father never fades, no matter how far we are from him in time or distance. To our community of advisors, especially those who also go by the title "Dad," we wish you a Happy Father's Day.

Tomorrow's clients will look very different than today's. In "Engaging NextGen Investors," Travis Walker of Allianz will...
06/17/2023

Tomorrow's clients will look very different than today's. In "Engaging NextGen Investors," Travis Walker of Allianz will share with attendees data-driven and creative ideas about servicing the next generation of clients and prospects.

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310 Riverside Drive, Ste. 1420
New York, NY
10025

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+12126955558

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