Advisor Collaboration Brookstone Capital Management provides the investment advisory services as an independent RIA, creating a collaboration that can unlock joint client wins and cross selling opportunities. Leverage BCM resources to deepen relationships and grow assets under management through co branded marketing and referrals.

Regional Growth Located in Jacksonville with a solid regional footprint, there is opportunity to expand the Florida client base and nearby markets. Focused local partnerships, targeted digital campaigns, and BCM referral networks can drive new client acquisition and AUM growth.

Marketing Readiness The active use of LinkedIn and Google Ads indicates readiness to scale demand generation. Enhancing CRM alignment, marketing automation, and data analytics will improve lead quality, nurture, and conversion while maintaining compliance and security.

Insurance Leverage Insurance products are sold through separately licensed agents, not BCM, which presents a cross sell opportunity to offer holistic retirement planning with risk protection and estate planning. A coordinated approach across advisory and insurance channels can increase client lifetime value.

Leadership Trust Founder led with many years in the industry signals stability and trust, a strong story for attracting high net worth clients and experienced talent. Use leadership narrative in marketing and client testimonials to differentiate from larger national firms.