Our Process
We follow a disciplined approach focusing on four pillars: Business Strategy, Platform Development, Productivity, and Sustainment.
Our End-to-End Approach is Unique and Results Driven
We believe that in order to drive tangible revenue and profit growth, it is vital to impact several key functional areas of the business. We follow a disciplined approach focusing on four pillars:
Overall Business Strategy
Define and size the market in which client currently participates
Analyze macro-level demand trends by product and/or category
Develop an understanding of which products/categories client may be under-invested
Analyze sales by key client and estimate share of wallet
Evaluate new customers and markets which may be attractive to client and recommend high-level market strategies to participate in these markets and with prospective customers
Identify opportunities based on product sales and key clients to expand existing product sales and share of wallet to existing relationships
Platform /Model Development
Define the platform of the future and the impact on revenue, profits, advisor adoption and client experience
Evaluate key competitors with similar product offering and compare and contrast offer, geographical base, size, advertising strategies and price points
Identify opportunities for clients to take advantage of pricing advantages, geographic reach, advertising strategies or key offer advantage
Develop high-level marketing plan that shows where client is advantaged such that client can go-to-market with this information to help differentiate itself from competition
Track and monitor results
Productivity
Clearly define advisor segments, needs, issues and potential growth impact
Work with management, leadership and field support to address unique needs, challenges and growth opportunities
Build and deliver key productivity initiatives to respective advisor segments
Establish reporting structure and communication flow to management
Establish platform to leverage multiple learning mediums
Track and monitor results
Sustainment
Based on training and professional development initiatives, develop unique sustainment and coaching initiatives
Ensure coaching is focused, sustainable, needs-based and results-oriented
Define methods of measurement and tracking results
Establish communication loop with leadership and management
Access content library and customize content based on needs and issues
Address both competency gaps and skills gaps along with team issues and needs
Report results
