Our Services

Areas of Expertise

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​

• 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