Andrew Gluck

ContactAndrew Gluck is a veteran financial reporter and the founder and CEO of Advisor Products Inc., a marketing company serving 1,800 financial advisory firms.
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Advisor Products Inc.

How To Design A Financial Advisor Office: An Interview With Architect Doug Quackenbush Who Designed An Office For A 20-Employee RIA edit
Monday, January 17, 2011 19:52

Architect Doug Quackenbush designed an office for Abacus Planning Group of Columbia, South Carolina, that is functional as well as uplifting. See the space and hear his tips for how advisors can design spaces to fit their business.

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Financial advisor Cheryl Holland mentioned to me last week that her office space has turned into a marketing tool.

 

When I questioned her, Holland explained that she purchased an office and enagaged an architect to design spaces that woud lift clients and inspire employees. 

 

Holland didn't just hire any architect, she hired Quackenbush Architects + Planning--a firm owned by her husband.

 

Abacus is a successful plannng firm, with $600 million under management and 20 employees.

 

For advisors, Abacus's office serves as a model of how you can design your firm to enhance your how client's and prospects perceive you and how you can make your workplace beautiful as well as functional for employees. 
 


Rooms for client meetings are not traditional. No whiteboards or computers clutter spaces where a financial advisors might hope to engage a client in a discussion about what's really important in her life.  Instead meeting rooms are more cozy.

 

Employees all are exposed to daylight, which Quackenbush says aids productivity. Furniture is deisgned to promote collaboration and teamwork.

 

The art, wall colors, and accessories create a pleasant, open atmosphere that can even be seen in the video tour by Quackebush.

 

If you have an office space that was deisgned for your firm to help promote business and idea exchange, please let me know and I'll give you a call to find out more.

 

And let us know what you think about the Abacus's office design.

 

 

  

Comments (3)

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Searcy
Very nice. I love the spaces! It would be interesting to see what smaller firms have done with their spaces. Especially when renting in a traditional office building. That seems to make for a bit more of a challenge, particularly when it comes to access to natural daylight.
searcy , January 18, 2011
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westcoastplanner
Love it. Agree with Cheryl and her husband about the reasoning in the design and materials. This is a great office!
westcoastplanner , January 19, 2011
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rpatane
Loved the office design -- open and contemporary but still warm and interesting. Great to include art and brave orange walls, freestanding wood walls in lobby and clerestory windows for light. Would like to see some info on furniture. I have a small office, just 3 of us, 400 SF, so we have to squeeze in a client meeting area but would like to consult on how to make max use of space (on a budget, of course).
rpatane , January 22, 2011

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