What We Do
&
Who We Serve
Who We Serve
Financial Institutions
- Credit Unions
- Community & Regional Banks
Wealth Management Firms
- Independent Broker Dealers
- Registered Investment Advisors
Executives
- Wealth Management Executives
- Financial Institution Executives
- Sales Leaders
Consulting Services
Consulting Services
Through a combination of compelling industry research and expertise in these areas, let us help your organization make fully informed decisions, to create the conditions of success for your business.
- Strategy, Planning & Business Case Development
- Organizational Design & Talent Assessments
- Compensation Plan Assessment & Design
- Wealth Management “Retail & Trust” Integration
- Wealth Management Provider Assessment & Selection
- Performance Optimization for:
- Financial Advisor Force
- Sales Management
- Support & Back Office Teams
Schedule a Discovery Call to learn more
Executive & Advisory Services
Access one of the most experienced executives for transaction design, implementation and conversion strategy, as a part of your team to bring an infusion of leadership and experience when you need it most.
- Large Scale Program & Project Efforts
- Conversion Planning & Implementation
- Platform Transitions
- Business Transformation
- Organizational Redesign & Implementation
- Advisory Services
- Serving as an independent third-party expert to join your wealth business’ Board of Directors or Advisory Board
Schedule a Discovery Call to learn more
Executive & Advisory Services
Executive Coaching
Executive Coaching
We use a unique tailored coaching approach, with a distinct curriculum of content, and an individualized focus when working with executives in the leadership in wealth management business.
- Wealth Management Executives
- As a second set of eyes, a trusted confidant, or through a formal coaching and development curriculum to improve your knowledge and skillset, business performance and career trajectory, we can help you lead at a higher level
- Financial Institution Executives
- Effective oversight of a wealth management business requires measuring the right key performance indicators, understanding the strategic imperatives and impediments, navigating the regulatory and risk management landscape, maximizing provider arrangements, and navigating complex problems and circumstances
- Sales Leaders
- Maximizing the performance and behaviors of your financial advisor force is best accomplished with a management model and structure that is rewarding and inspiring, an intentional culture that drives engagement, morale and excitement, and processes that are designed to deliver routines and consistency that create sustainable success
Schedule a Discovery Call to learn more