Consulting Services
Distribution Strategy & Advice
Comprehensive market analysis, competitive landscape review, distribution option analysis and overview, positioning, go-to-market strategy, and support structure advice.
Client Retention Strategy
Extensive overview of current service model, service level metrics and accountability, materials and support development, implementation strategy, and success measurement.
Digital Distribution Integration
Business process review, pain-point identification, solution options, provider analysis, solution positioning and integration, and rollout strategy.
Sales Process Development
​​Thorough process review, dashboard and reporting development, prospecting strategies, discovery and proposal processes, sales accountability framework and coaching, and ongoing training and development.
Outsourced Management Solutions
​​Comprehensive business needs analysis, custom plan development, execution strategy and systems, accountability framework, ongoing solution integration, and success measurement.
Leadership & Sales Coaching
Leadership needs analysis, individual and team strengths/weaknesses assessment, communication effectiveness analysis, team and individual development and coaching.
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Recent Case Studies
These case studies provide representative examples of actual client engagements. While they provide a detailed view of the situation, they do not cover the full range of consulting services offered. 
Recharging Lackluster Advisor Growth
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Increased Distribution by Revised Messaging
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