What We Do:

Build A Clear and Executable Strategic Management System

• Environmental Analysis - Strategic Analysis
  (Marketplace research / Stakeholder Analysis/ Core Competencies/ Performance Drivers/ Business & Operational Assessments)
• Build powerful and transformational corporate mission, values, vision and strategic initiatives
• Assist you in the “how to” achieving your Vision – in developing strategic plans and initiatives and projects to get you there
• Develop and operationalize performance measurement systems to monitor your on-going strategic performance – the Balanced Scorecard

Alignment & Organizational Transformation

• Ensure your executives (including board members) are ‘aligned’ and all ‘on the same page’
• Help you mold and create the required culture for your organization to reach its goals
• Performance Management System (& tools)

Business Process / Roles and Structure Assessment and Alignment

• Develop, review, and reengineer your business model and processes.
• Financial Service Distribution Strategy Assessment (Development & Deployment)
• Establish the best distribution strategies & best disciplines

Leadership Development

• “Doing” change in a sustainable way is not a given and many of our clients appreciate the guidance/insight we can provide to ensure
  Leaders have the needed mind sets and skills to navigate the inevitable noise attached to change:
• Personal Effectiveness
• Best practice Leadership & Management disciplines
• Confidential external Sounding Board
• Goal/Initiative selection, planning and follow-up.

Assessment Tools

• Organizational Alignment survey
• 360 Effective Leader survey
• ‘State of the Industry’ – Mutual Fund Dealership Industry Benchmark
• Client surveys - customized
• Employee surveys - customized
• Financial Service Practice Management Assessment
• Personality Profiles (AXIOM)

Customized Training and Development

• Leadership & Management
• Sales & Sales Management