Not Exactly Sure What The Problem Is?
Don’t Have Time To Fix It Yourself?
Our custom consulting is perfect for RIAs who are not sure exactly what the problem is and don’t have time to fix it themselves. If this sounds like you, our proven three-step process will help you get back on track to achieve new levels of success.
Engagements are priced in one of two ways – retainer based or project fee. In either case, there are no “hidden” fees or surprises – you’ll know exactly what you’ll be paying before we start.
Get started now. To discuss how our training can address your unique needs, give us a call at 1-888-580-9473 or e-mail info@advisorstrustedadvisor.com
Three Proven Steps To Problem Solving
A client once summarized our philosophy and approach by observing that our success involves “solving the right problem” instead of trying to address every single issue – we “major on the majors” for the best benefit and results.
1. Assessment: First, we seek to understand your Definitions of Success, and the Obstacles to Success you have encountered.
2. Recommendations: Next, we adapt our proprietary tools and methodology to your unique circumstances.
3. Implementation: Finally, we help you implement our solutions to bring you the best possible result-focused outcome.
Our specialized expertise and insight are the result of decades of working successfully with investment advisors and managers, wealth managers, banks, and financial technology firms.
We know that each client is unique, and our success is reflective of our ability
to match our experience with creative thinking and deliver value – our clients consistently
tell us that they have achieved a high return on their investment.
Ready to get started? Call us at 888-580-9473
For Those Who Say, " Prove It!"
...We Say "Take A Look!"
Click on the links below to read case studies of our successful consulting engagements.
Bringing Order and Clarity to Product Names
Situation: Bringing Order and Clarity to Product Names
An advisor client firm had been in business for several years and had developed a dizzying array of different products and services, but hadn’t “rationalized” their product line. Many of the product names were confusing and they had not experienced the expected new sales from their product lines.
Solution:
After assessing the situation and understanding their objectives, we did the following:
· Re-named many of the products
· Rebranded the firm to more accurately portray what they were doing
· Implemented a strategy to target the market most interested in their product and selectively approach that market
Client Gain
The client has experienced a resurgence of energy and enthusiasm for their products and services. The firm is confident in their positioning and where they stand in the competitive market. Their new sales have grown significantly - far exceeding the “success mark” they established at the outset of our agreement.
Back
Designing and executing a sales strategy
Situation: Designing and executing a sales strategy
The advisor client knew the firm had talented investment managers but were struggling to figure out how to turn them into sales people. They had hired and fired two salespeople previously, and were not interested in filling the role again. They looked to us to help them create a sales strategy that each portfolio manager could successfully implement.
Solution:
We established that not all portfolio managers would be able to fill a sales role. We found two that were willing and interested in being trained. We created a compensation structure to reward their efforts in this area and we created a sales plan, strategy, and tactics for each to implement. We worked within the firm to provide an environment of support for the strategy and to supply the necessary tools to each portfolio manager.
Client Gain
One of the portfolio managers really took to the selling role and became the firm’s “rainmaker.” He had no previous sales experience and had been unsure how to proceed. In one year, as a result of our help, he closed over $1 million in new fees for the advisor firm.
Back
Creating and implementing a firm rebranding and business development approach
Situation: Creating and implementing a firm rebranding and business development
approach
Our advisor client had grown a very successful base of tax clients and had been trying to cross sell investment services. He had become frustrated by the image clients had of the firm as purely an accounting firm. His fees were lower and he felt clients were not getting the best value from him and his colleagues.
Solution:
We worked with the advisor to completely overhaul his story (his brand in the market), including a revamp of marketing materials, web site, and marketing approach. It became clear that a completely new positioning and branding strategy was required for him in the market.
Client Gain
The firm implemented all of the positioning ideas along with a business development strategy. The founder was energized and excited to have a clear path forward. Almost immediately they began getting incoming calls and inquiries from existing clients and new prospects. The client is clearly on the way to his goal of doubling his firm revenue in 5 years.
Back
Providing interim sales management and coaching
Situation: Providing interim sales management and coaching
An advisor client was struggling with a number of issues – positioning in the market, organizational strategy, employee training and development, buyout of the firm, etc.
Solution:
We agreed with the client to provide “hands-on” support in the form of an Interim Chief Operating Officer position with sales and marketing responsibilities.
Client Gain:
Working with the client for some time, we were able to completely revamp the firm, implement a new organizational structure, create new roles (such as Human Resources and Sales & Marketing) and staff and train for these roles. In addition, serving as sales and marketing head, we created a sales strategy, new branding, positioning, and new lines of business for the client firm.
Back