Elite Consulting Services
Elite Consulting Service
The Elite Consulting Service is a highly personalized in depth 12-month engagement, which is offered only to select Advisors and Managers around the country. The experience and structure are inspired by the 4-Phase process used by physicians: diagnosis, prognosis, treatment, and follow up. The 4-phase process is: discovery, analysis, recommendations, and follow up.
Who is this for?
Elite Advisory Teams
My north star has and always will be to help top financial advisors with the challenges and complexities that come with running large enterprises. I believe that our profession when done well, can have extraordinary societal impact and great nobility. However great success brings its own burdens:
- Being responsible for the financial health and stability of multiple generations of clients
- Architecting a structurally sound, systemically driven and technologically sophisticated practice
- Leading and managing a sophisticated group of skilled professionals
… all while navigating unpredictable and often volatile markets. Very few professions are as demanding, nor as potentially rewarding as ours.
Branch/Complex Managers
Field leaders have many of the same challenges that face elite advisory teams ie. managing and leading their own teams, with the added responsibility of creating a culture of cohesion and performance within the greater enterprise for which they are responsible. Whether branch/complex managers, regional or divisional directors the culture you establish, the strategic and tactical insights you provide and the personal and professional council you give, can and will have a profound impact on the performance of those to whom you are responsible. Leveraging the core structural components that we use when consulting with our Elite Team clients, we can help you create a structurally sound, systemically driven enterprise, while enhancing your ability to lead those for whom you are responsible.
Pricing
Because each engagement, whether Consulting Services, Workshop Structure, or Keynote Presentation, will be designed and structured to meet your needs, all pricing will be customized based on our initial discovery call.
