Growth Potential With a revenue range of 10 to 25 million dollars and a small team of 11 to 50 employees, BMG Advisors presents an opportunity for scalable growth solutions, technology upgrades, and private wealth management services to enhance their operational capacity.
Technology Adoption Utilizing advanced tech stack components such as Amazon Web Services, Cloudflare, and jQuery Validation Plugin suggests their openness to innovative technology integration, opening avenues for cybersecurity, cloud solutions, and digital client experience enhancements.
Market Positioning As an independent firm affiliated with LPL Financial and competing against large players like Charles Schwab and Fidelity, BMG Advisors may benefit from targeted marketing and customized financial products to strengthen their niche and client loyalty.
Client Engagement Their focus on personalized storytelling indicates a client-centric approach, presenting opportunities to offer personalized financial planning tools, content marketing, and engagement platforms to deepen client relationships.
Expansion Opportunities Given their location in Kansas City and affiliation with major financial networks, BMG Advisors can explore expansion into new geographic markets or specialized wealth management services to diversify revenue streams and increase market share.
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$10BBMG Advisors | Plan Your Story uses 8 technology products and services including Amazon Web Services, oEmbed, FancyBox, and more. Explore BMG Advisors | Plan Your Story's tech stack below.
| BMG Advisors | Plan Your Story Email Formats | Percentage |
| FLast@bmgadvisors.com | 45% |
| First.Last@bmgadvisors.com | 5% |
| FLast@bmgadvisors.com | 45% |
| First.Last@bmgadvisors.com | 5% |
Financial ServicesUnited States11-50 Employees
BMG Advisors is an Independent Financial Advisory and Wealth Management Firm in the Kansas City, MO area affiliated with LPL Financial. At BMG, we know everyone has a story. We strive to know yours, so we can help you plan for it. **Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.**
Company Overview
Funding & FinancialsBMG Advisors | Plan Your Story's revenue is estimated to be in the range of $10M$25M
Funding & FinancialsBMG Advisors | Plan Your Story's revenue is estimated to be in the range of $10M$25M
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