“Joining Oak & Stone is going to provide you with a turnkey operation, from the advisory practice, to best practices for your business, to just sharing ideas with like-minded people that all share the same goals.”
By THE NUMBERS
The Oak & Stone Impact
Average advisor revenue growth; 2020 over 2021
Average time for broker/dealer transition
Average Sales Kit Turnaround Time
Marketing touchpoints each year per firm
Annual webinars & team training events
More time with family, friends, and life events
Offering Game Changing Services
We are a full service membership community that offers top of the line marketing, sales, and administrative services to financial advisors.
Sales & Operations
We provide financial advisors with the most innovative sales strategies in the industry. Through a network of top advisors, we’ve created a one-stop sales solution.
Stop searching for the missing link in your marketing strategy and partner with us. Custom, targeted marketing that’s off your plate and in good hands.
As a company grows, so do the challenges it faces with hiring, onboarding and training employees. Learn how we can help.
Our investment philosophy is that we help advisors guide their clients by making sound, collaborative and knowledge-based recommendations.