WHAT WE OFFER
STRATEGIC BUSINESS CONSULTING
We’re invested in the success and growth of your business
Whether you are looking to optimize to get the most out of your firm today, acquire or merge with another like-minded firm or plan for the legacy you will leave behind, we’re here to help you build enterprise value.
We work diligently to understand your business priorities and then map those priorities against our full offering to help ensure you’re getting the most out of the resources and capabilities available so that you can operate more efficiently, as you strive to maximize your value and grow.
In an ever consolidating market, one strategy for growth may be through acquiring or merging with another firm. We can help you explore your options including access to capital support.
In the same way you’ve guided clients through their future planning, deciding what’s next when you’re ready to move on to a new chapter takes thoughtful planning. We have the strategic resources and insights to help you evaluate your options and choose a path that’s right for you and for your firm.
Carolyn Armitage: Advising the Advisor
As consumer demand is increasing and financial advisors are aging, the industry is facing a succession crisis. Industry veteran Carolyn Armitage asks, “Who is there to advise advisors?”Link to content
Sustaining Your Practice and Reclaiming Your Life
How can you best extract value from what’s arguably your most prized asset—your business—in order to make a successful transition?Link to content
Mindy Diamond: Navigating Choice to Build Your “Best Business Life”
Increasingly sophisticated financial services technology is creating new opportunities and putting more choice into the hands of individual advisors.Link to content
Best Practices of Today’s Elite Advisors
This paper examines aspects of relationship management and relationship marketing used by elite advisors in meeting the needs and expectations of clients.Link to content
Hal Gregersen: How Unexpected Questions Can Lead to Breakthroughs
Great leaders are exceptional at asking the questions that others don’t ask. Financial advisors can ask the right questions to bridge the gap between fintech and the people they serve.Link to content
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