Accountability. People. Talent. Alignment.

Having a solid foundation for an independent wealth management business to build upon is essential for consistent and scalable growth. Whether you are establishing a new RIA or want to take your existing firm to the next level, our focus is to help you break through barriers while strengthening the entire organization.

Our proven process helps you get crystal clear on your Vision, develop a strong disciplined team to execute on that vision, set meaningful achievable goals and resolve issues strategically.

DELIVERABLES

  • Personal and Business goal alignment
  • Organizational vision creation
  • Develop foundational tools to optimize business performance
  • Create Accountability Organizational Structure
  • Define Culture and Core values
  • Marketing strategy
  • Identify your key business differentiators
  • Role Clarity
  • Long term planning: 3- and 5-year strategic plan
  • Talent assessment
  • Learn how to run effective leadership meetings
  • Onsite coaching