Our Services

We offer a range of customized consulting and research services to meet your  firm's needs and goals, whether conducting in-depth interviews with financial advisors to provide feedback on a new product or service offering, providing an analysis and review of a specific marketplace such as advisory services, annuities, wholesaling, etc. or a providing a competitive review of your market. 

• Tactical and Strategic Planning
• Business Development and Market Validation 
• Professional Interviewing (Advisors, Wholesalers, industry Executives, etc.)
• Presentations and Workshops
  
• Whitepaper and Guidebooks
  
• Advisor Practice Management & Training
  
• Offsite Planning and Strategic Discussions
  
• Competitive Reviews
  
• Client & Advisor Satisfaction
  
• Client Win/Loss

Areas of Expertise

• Advisory Services/Managed Accounts
  
• Retirement and Retirement Income
  
• Practice Management
  
• Wholesaling/Asset Gathering
  
• Product Development
  
• Advisor Recruiting
  
• Registered Investment Advisors
  
• Clearing and Custody
  
• Wealth Management/Financial Planning
  
• Consumer Trends