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 specific marketplace.

Our Services

  • Tactical and Strategic Planning
  • Business Development and Market Validation 
  • Professional Interviewing - Advisors, Wholesalers, industry Executives, etc.
  • Presentations and Workshops
  • White Papers 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
  • ​Wholesaling/Asset Gathering
  • Retirement and Retirement Income
  • Advisor Practice Management
  • Product Development
  • Advisor Recruiting and Retention
  • Registered Investment Advisors 
  • Clearing and Custody
  • Advice Delivery - Wealth Mgmt., Financial Planning, Robo/Digital Advice
  • Consumer Trends