Management Support Services

We provide retained business management support for successful firms that want to achieve an elite status. This service is for the firm that is not ready to invest in a full-time business manager but needs an accountability mechanism, a scalable resource to help implement processes, and a long-term thought partner.

This comprehensive solution provides firms with our best ideas and insight, and access to our team for implementation support for areas in which we have expertise. The result helps firms achieve ongoing improvements to strategic planning, compensation, succession, and more, at a reduced cost. Contact us to learn more about this new solution we are offering to the financial advisory community.