Deliver Results. Advisor Coaching
Elevate your Financial Services Business
Deliver Results. Advisor Coaching
Elevate your Financial Services Business
Our Mission
At 4on5, we're all about setting investment advisors up for success. Our approach? Offer consulting that's not just tailored but transformative, addressing the specific hurdles and challenges unique to each advisor we partner with. We're here to push the envelope, ensuring the outcomes we deliver aren't just satisfactory—they're groundbreaking.
Our Services
At 4on5, we're not just about the basics. From coaching that sharpens your edge, marketing strategies that make your brand resonate, bespoke portfolio designs, to streamlining back-office operations and seamless software integrations, right through to launching your next big product—we've got it all. And it's not just theory; we bring hands-on experience from the trenches. Dive into our offerings and discover how we can elevate your business.
Our Approach
At 4on5, consulting is a team sport, and we're on your side. Think of us as more than consultants; we're your allies, diving deep to really get what makes your business tick and crafting solutions that are just as unique as your challenges. With us, it's all about clear, open communication and a relentless drive for results that matter.
What & Who
Services
Brad Roth
Brad Roth
- Create Differentiated Offerings
- Launching an ETF
- SMA to ETF Conversions
- Software Stack
- Integrating Solutions
- Optimizing Back Office
- Go-to-Market Strategy
- Messaging and Branding
- PR Strategy
- Marketing
- Product Launch
- Start Investment Firm
- Model Portfolios
- Trading Workflows
- Advisor Coaching
- M&A
- Investment Advisor Consultant
Brad Roth
Brad Roth
Brad Roth
Brad is a seasoned professional with more than 15 years of dedicated service to the investment advisory sector, contributing his expertise in various roles. His comprehensive background encompasses the inception and management of an RIA, Hedge Funds, ETFs, and SMA delivery.
Presently, Brad serves as the Chief Investment Officer at THOR Fi
Brad is a seasoned professional with more than 15 years of dedicated service to the investment advisory sector, contributing his expertise in various roles. His comprehensive background encompasses the inception and management of an RIA, Hedge Funds, ETFs, and SMA delivery.
Presently, Brad serves as the Chief Investment Officer at THOR Financial Technologies, where he spearheads the development and delivery of model portfolios and an innovative ETF offering to investment advisors. Collaborating with over 50 firms, Brad possesses an understanding of the intricate challenges and opportunities inherent in managing an advisory business.
In addition to his executive responsibilities, Brad is the host of the "Behind the Ticker" podcast, a platform that shines a spotlight on ETF issuers and service providers within the industry.
His work not only demonstrates his deep industry knowledge but also his commitment to fostering transparency and education in the financial sector.
