• Balancing multiple roles and responsibilities as a leader, allocating time to the highest-impact activities

​

• Developing and executing a clear strategy for future business growth

​

• A lack of exposure to strategic thinkers and to help explore new ideas and solve challenges.

​

• Succession planning

​

• Striking a healthy work-life balance and feeling isolated as the leader

​

• When considering the launch of a new firm:

  • Not knowing what you don’t know

  • Understanding what’s possible in a new environment

  • Connecting with the right resources

  • Determining the right structure and strategic partners

  • Deliberately transforming from Advisor to CEO

How I address those challenges

• Understand who you are, what made you successful to this point, what’s most important to you

​

• Honestly identify and articulate your current challenges

​

• Develop and refine your vivid vision

​

• Understand your issues, challenges and opportunities that exist today and tomorrow

​

• Develop a transformational strategy and guide its execution

​

• Connect you with thoughtful, generous, strategic thinkers and resources

​

​​

Who we work with

• Owners of independent firms (RIAs) who want to optimize their business and life.

​

• Advisors who are considering joining the independent model.

Stages we work with

• Early- from consideration through launch

​

• Journey- Maximize your resources, transform your firm and capitalize upon opportunities