GDC's consulting services provide specific and actionable recommendations based on your firm's needs and goals. Consulting projects involve a variety of components such as an assessment of a firm's internal capabilities against best industry practices, a review of the competitive environment, strategy validation, and/or market testing of product or service concepts. GDC's consulting services incorporate primary and secondary research including internal interviews with key executives to understand a firm's specific and current attributes, external interviews and/or surveys with advisors, clients, competitors, and key industry personnel and experts, as well as leveraging third-party databases, research studies, and analysis.

GDC's consulting assignments typically involve the following 4 step process:

• Step 1:  Internal Review and Discovery- This step involves understanding the needs and goals of your firm’s request.
• Step 2:  Education and Feedback - Provides with clarification of the project scope, establishes expectations, and fills in any knowledge gaps.
• Step 3:  Research and Analysis - GDC leverages existing and/or conducts new primary research specific to the project.
• Step 4:  Specific Recommendations - Provides specific recommendations based on the research and analysis and your firm's goals and expectations.

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Retainer services leverage GDC's experience and independent perspective to assist companies in maximizing their market knowledge through re-analysis, interpretation, and dissemination of a company's existing research and analysis. Retainer services take the following forms:

• Re-Analysis - Firms have tremendous knowledge within their organizations via their employees and staff, as well as hundreds of thousands of dollars in internal and third-party research and analysis. Often this research and knowledge is never fully realized or leveraged by an organization for numerous reasons; the knowledge is spread across or fragmented within an organization, corporate politics, research is not disseminated to enough or to key employees, interpretation of research and analysis is incomplete, and staff or management lack the time and resources for a thorough evaluation. GDC's experience and independent external perspective can assist firms in maximizing their market knowledge, and existing research and analysis. GDC will work to uncover the untapped knowledge and provide a thorough interpretation and dissemination of your firm's research and expertise to create deliverables that are applicable and actionable to the firms' specific business needs.
  
  
• Strategic Support - GDC can supplement the staffing needs for your firm's marketing, sales, or operations department by providing additional support from project planning and strategy validation to market entry and new product/service development.
  
  
• Discussion Facilitator/Speeches – GDC can lead your next business planning meeting, strategic offsite, board meeting, or client/advisor conference with key industry trends and insight, as well as assist with strategic discussions, review opportunities and challenges, and act as a sounding board for your ideas.

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GDC conducts independent and syndicated leadership research on various research trends impacting the marketplace. Leadership research provides targeted and actionable research through extensive market interviews with key industry executives and advisors, as well as web-and phone-based surveys. Leadership research will address topics such as advice delivery and adoption, advisor segmentation, wealth management, asset allocation strategies, team practices, wholesaling, consumer perception of advice, and asset management.

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