Save Time by Focusing on What Matters Most
Our Management & Growth Assessment helps firms uncover the real reasons behind slowing growth by identifying misaligned priorities, inefficiencies, and hidden opportunities. Through a structured, two-month process, firms gain clarity on what’s working, what’s not, and where to focus next. The result is a clear, actionable roadmap that aligns leadership and focuses your financial advisory firm on where growth is needed most.
Misplaced priorities is why growth fails. Dare to break through.
Two-month engagement
Comprehensive and objective view of your financial advisory business
In-depth financial and operational analysis
Identify what’s working, what’s not, and where untapped opportunity exists.
Growth strategy with implementation plan
Our Process: How Our Growth Assessment Works
Over the course of two months, including four working sessions with a senior consultant, you’ll engage in a structured, objective process designed to uncover what’s really driving or hindering your growth.
Assess & Review
We begin with a comprehensive financial and operational review to evaluate current performance, systems, and structure.
Analyze & Solve
Through four strategic working sessions, we identify key areas of opportunity, clarify what's not working, and align leadership on priorities.
Recommend & Implement
We deliver a detailed, customized report with findings, prioritized recommendations, and a clear implementation plan.
Overcome and Solve Predictable Growth Barriers
Every firm encounters growth barriers that can stall organic growth, whether due to talent constraints, leadership misalignment, failed marketing programs, or operational inefficiencies. By recognizing and learning these predictable challenges and addressing them—firms can break through.
Strategic heat mapping is a powerful business planning tool that visually identifies areas of strength, inefficiency, and risk within an advisory firm, allowing leaders to focus on the highest-impact opportunities for growth.
