Private Advisor Group Strengthens Advisor Engagement for Optimal Growth and Success

Private Advisor Group Enhances Advisor Engagement Model

Private Advisor Group (PAG), recognized as one of the leading independent wealth management firms in the United States, has unveiled a significant enhancement to its Advisor Engagement program. This initiative aims to provide a more robust framework for supporting advisors in their business growth endeavors by offering personalized guidance, innovative resources, and tailored strategies.

On February 20, 2025, PAG announced the appointment of John Farnham as the Director of Advisor Growth and Engagement. With over 15 years of experience in business development and relationship management at prominent firms such as LPL Financial, Farnham brings a wealth of knowledge to this pivotal role. His addition is aligned with PAG's vision to deepen the strategic support available to its community of over 800 advisors nationwide.

Verne Marble, the Head of Business Development at PAG, expressed the firm’s commitment to equipping advisors with the necessary tools to thrive in a competitive landscape. He stated, “We’re focused on giving advisors the strategic support they need to capitalize on opportunities and grow with confidence.” This new engagement model goes beyond traditional relationship management; it creates a collaborative environment where advisors are empowered to share their unique visions for the future of their practices.

The engagement leaders, including Farnham, will serve as dedicated partners for advisors, understanding the specific dynamics of their businesses. This close relationship allows engagement leaders to provide tailored advice on critical aspects of the advisors’ practices, ensuring alignment with the firm’s broader strategic goals. These leaders will not only assist in enhancing operational efficiency but also help advisors in long-term planning efforts necessary for sustainable growth.

PAG's engagement program also offers advisors access to exclusive resources aimed at maximizing potential future value. Key offerings include proprietary initiatives like the Alignment Equity Program, WealthSuite, and the Advisor Protection Program. These tools are designed to significantly improve the operational capacity of independent financial advisors, enriching their overall client engagement.

In addition to resource allocation, engagement leaders will foster community connections, creating a network for advisors to collaborate and share insights. This initiative enables advisors to learn from one another while tapping into a vast pool of knowledge from their peers and industry experts. Farnham expressed enthusiasm for the opportunity, stating, “I’m thrilled to join Private Advisor Group and be part of a firm that is truly committed to empowering advisors with the resources and strategic guidance they need to grow and succeed.”

As indicated in the latest update, this strategic enhancement reflects PAG's ongoing mission to build a supportive ecosystem that drives advisor success. Founded in 1997 in Morristown, NJ, the firm already boasts an impressive management of over $35.2 billion in assets as of June 30, 2024. The Bloomberg recognition of PAG as a top 10 registered investment advisory firm since 2019 highlights its reputable standing in the industry.

Overall, these developments underscore PAG’s commitment to creating a thriving environment for advisors aiming to elevate their practices. As they embrace new challenges and opportunities, this enhanced engagement model positions them for both present and future success—a testament to Private Advisor Group’s dedicated focus on advisor empowerment and growth.

For more information about Private Advisor Group and its services, visit privateadvisorgroup.com.