Power up your productivity and profitability

The financial advice business is becoming less about products and more about service. That means your ability to deliver a wide range of financial services is more important than ever before.

One proven way to do this is by empowering your support advisor or administrative assistant. Our new whitepaper, “Enhancing Productivity through Empowerment,” outlines how to get more out of your people so you can give more attention to attracting and retaining clients.

Doug Ketterer

Chief Executive Officer and Founding Partner

The vision and influence to advance an industry. Doug is passionate about the value of personal advice. He believes that customized solutions created by one advisor, working with one client, aren’t just the core of wealth management—but the key to its future. A well-known Wall Street thought leader with over 30 years in the industry, Doug is a sought-after source of ideas that elevate the advisor-client experience. With insight gained as a long-time Morgan Stanley executive, and a clear-eyed commitment to the principles he preaches, Doug is in the right place to lead Atria, its subsidiaries—and the advisors they serve—to a better future.