Institutions
We work with:
Services Broker/Dealers Custodians Support Services Non-Profits
We
help Financial Service institutions better interface with their
Financial Reps (advisors), Member Firms and/or Selling
Representatives through a thorough evaluative process that studies
all aspects of the relationship. We offer detailed recommendations
based on exhaustive research into the systems, processes, people and
culture of your organization. We then help you improve your
relationships through supporting the implementation of changes that
will positively affect communications, technology use, procedures
and satisfaction levels of both your organization and the people you
serve.
We offer a variety of consulting services that can be customized to fit the needs of your organization. For a detailed list, click here!
Typically, broker/dealers face increasing demands for services amid shrinking profits. We offer an outsource solution that can be private labeled and offered to your advisor reps. Additionally, we work directly with the institutions to improve overall efficiency in the delivery of in-house services. To learn more, click here!
The issue with custodians and, for that matter, any company that deals with financial advisory practices, is communications. Finding more efficient ways to communicate with advisors is paramount in importance. We help you deliver efficient communications while mindful of the need to retain the personal touch.
Software vendors, insurance providers, marketing companies and more need to better understand the needs of the clients they are trying to deal with. We can help bridge the gap between what you do and what the advisors need.
We offer comprehensive fiduciary consulting services to non-profit organizations that handle the public's money through a thorough evaluation of the institution and its policies. We also will help construct and manage the institution's Investment Policy Statement(s) and their fiduciary standards of care. We provide training for the boards of foundations, trusts, endowments and other non-profit institutions.
For more information, please contact us!
