BUSINESS SOLUTIONS
CONSULTING

We can help elevate your practice.

For over 20 years, we have partnered with thousands of advisors across three continents to help them transform their books into valuable businesses and deliver better client outcomes. Running a business can be tough, with less time to focus on what matters. We can help.

BUSINESS SOLUTIONS
CONSULTING

We can help elevate your practice.

For over 20 years, we have partnered with thousands of advisors across three continents to help them transform their books into valuable businesses and deliver better client outcomes. Running a business can be tough, with less time to focus on what matters. We can help.

Optimize your book

Explore our programs, resources and tools, designed to address advisors' needs and opportunities as they optimize their book, evolve their practice and revolutionize their business throughout their lifecycle. Discover how we can help you today.

Optimize your book

You have a thriving book but are stretched thin. You want to help clients reach their desired outcomes while also continuing to grow your book. Discover tools and insights to help you transition to advisory relationships.

Optimize your time

Gain insights into the value of an hour of your time

Time
Optimize your service model

Develop a proactive CORE service model.

Model
Optimize your inventory

Explore turnkey investment solutions

Inventory
Clean up your book

Uncover hidden assets / Transition to advisory

Clean up
 

Evolve your practice

You’ve implemented a structured service model, incorporated turnkey investment solutions, and transitioned to advisory. Now you want to make your practice stand out and transition to wealth management.

Elevate your client experience

Delivering a WOW client experience to key clients can enhance their engagement in the relationship and commitment to their portfolio.

Elevate
Develop your centers of influence

Delighted clients can be your greatest influencers. Explore tools designed to help you build effective referral strategies and client advocates.

Develop
Formalize team roles and responsibilities

We’ve all heard the phrase “Dream Team.” Access time-tested strategies for creating just such a team in your practice.

Formalize

Revolutionize your business

Your practice is humming along nicely and clients are delighted. But your mind keeps going to what might be the next possibilities. Our tools and insights can help you think about your business like a CEO.

Build a high performing team

We know from experience that every team is unique. We can help you navigate the complexities around issues such as team structure, career development paths, compensation structures, growth strategies.

Perform
Growth through acquisition

Thinking about purchasing an advisory book? Make sure you are valuing the opportunity properly and thinking through the client and staff integration strategies.

Grow
Benchmark your business value

Advisors are a competitive breed—we all like to know where we stand against others, especially when it comes to the value of our business. We can help you assess where you stand.

Benchmark
Succession planning

All good things naturally come to an end. Identifying a successor and structure the ownership transition can be complex. Let us help you think through the details, as we have for other advisors for decades.

Succession

 

Advisors, ready to take the next step? We're here to help.

Ready to serve

We have a wealth of experience. Find out more about our Practice Management experts.

Meet the team

Request a meeting

We'd be honored to work with you. Let us know how you want to meet and we'll be happy to connect with you.

Learn more

Read up-to-date insights on how to optimize, evolve and revolutionize your practice.

Read our blog

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