How we help each firm realize its goals and meet its challenges will depend on the distinct strategic objectives of each client. We craft solutions for an array of audiences, including institutional and high-net-worth investment managers, and the RIA managers that serve them. Our goal will always be to help you thrive.

Strategic Planning & Consulting

  • Change management
  • Event and crisis communication strategies
  • Strategic advisory services
  • Strategic business development
  • Succession plans

Messaging & Positioning

  • Brand development, positioning and go-to-market strategy
  • Equal focus on Key Messages and Questions/Answers
  • Launch of new firms and strategies
  • Repositioning due to mergers/acquisitions
  • Event and crisis communication

Marketing Communications

  • Design and content review of existing marketing materials
  • Content development or refinement across the full range of materials (including sales and client presentations, websites, product literature, white papers, and RFP responses)
  • Creative and strategic design solutions

Presentation Coaching

  • Meeting preparation and rehearsal (mock presentations for upcoming prospective client or consultant meetings and presentations)
  • Customized group Best Practices workshops (for presentations, new strategy or firm launch, or special focus)
  • Individual and team coaching

Professional Development

  • Leadership development
  • Executive coaching
  • Sales-focused professional development
  • Sales training
  • Sales process/CRM consulting
  • Career coaching and mentoring
  • Cultural transformation
  • Offsite team facilitation

Investor & Consultant Outreach

  • Client research and surveys
  • Cold calling
  • Qualitative telephone interviews
  • Win/loss reviews
  • Public speaking

Talent Recruitment

  • Senior-level talent recruitment Sales recruiting/selection consulting
  • Sales talent assessment