Our Services
The Single Enterprise Fully Integrated business model with significant scale will have the best opportunity to execute and win. These businesses have conscious clarity and great alignment on firm values, vision, mission and firm culture. The firm’s value proposition is differentiated by a commitment to goal-based advice, aligned solutions, a compelling digital experience and a world-class client service experience.
Challenges we solve:
How to evolve from small business thinking to enterprise thinking
Prioritization of leadership development
Development of a clear sense of mission/purpose
“I hire smart people; they should be able to figure it out”
Transforming an effective sales team
Conflation of ownership and leadership
Right sizing the founder's client base
Lead generation at the individual level vs the firm level
Our Solutions
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• Leadership: How well do you lead and motivate the organization?
• Strategy: Is it being effectively implemented? And is the organization aligned behind it?
• People Management: Are you aligning and maximizing capabilities to appropriate activities, and do you have a clear short/mid/long term plan?
• How do you maintain and foster a high-performance culture— is there healthy tension?
• Key Performance Metrics (KPM): Have you identified what they are, frequency of review and process for addressing gaps?
• External Relationships: What are the expectations and cadence?
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• Defining Vision: How do you establish and reinforce?
• Crafting your values: How will you communicate and shift culture?
• Determine the desired outcomes: Your team needs to understand what winning looks like.
• Be clear on accountability measures that are in alignment with what is within each team member’s control— Does each team member know what weekly winning is?
• KPIs: Including activity metrics is vital— Are you clear on what really matters?
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• C Suite Review: What are the weekly, monthly and quarterly reports that are discussed?
• Being clear and methodical: Does everyone understand the plan?
• Is the team running a marathon or a series of sprints?
• Milestones: Are you setting stretch goals & deadlines?
• Course corrections: How frequently are you providing feedback and is it weighted positive or negative?
• Grit: Do your key department heads demonstrate the tenacity you expect?
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• Understanding both soft & hard skills: How often do you assess?
• Achieving consistent messaging: What are they and how well can the team articulate?
• Performance expectations: Does each selling advisor know their KPI’s and conversion ratios?
• C Suite Review: What are the weekly, monthly and quarterly reports that are discussed?
• Are you creating healthy tension?
-
• Leadership: How well do you lead and motivate the organization?
• Strategy: Is it being effectively implemented? And is the organization aligned behind it?
• People Management: Are you aligning and maximizing capabilities to appropriate activities, and do you have a clear short/mid/long term plan?
• How do you maintain and foster a high-performance culture— is there healthy tension?
• Key Performance Metrics (KPM): Have you identified what they are, frequency of review and process for addressing gaps?
• External Relationships: What are the expectations and cadence?
-
• Defining Vision: How do you establish and reinforce?
• Crafting your values: How will you communicate and shift culture?
• Determine the desired outcomes: Your team needs to understand what winning looks like.
• Be clear on accountability measures that are in alignment with what is within each team member’s control— Does each team member know what weekly winning is?
• KPIs: Including activity metrics is vital— Are you clear on what really matters?
-
• C Suite Review: What are the weekly, monthly and quarterly reports that are discussed?
• Being clear and methodical: Does everyone understand the plan?
• Is the team running a marathon or a series of sprints?
• Milestones: Are you setting stretch goals & deadlines?
• Course corrections: How frequently are you providing feedback and is it weighted positive or negative?
• Grit: Do your key department heads demonstrate the tenacity you expect?
