Thomas J. Anderson Consulting

Thomas J. Anderson ConsultingThomas J. Anderson ConsultingThomas J. Anderson Consulting

Thomas J. Anderson Consulting

Thomas J. Anderson ConsultingThomas J. Anderson ConsultingThomas J. Anderson Consulting
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Wealth Management Lending Consultants

Wealth Management Lending Consultants Wealth Management Lending Consultants Wealth Management Lending Consultants

Wealth Management Lending Consultants

Wealth Management Lending Consultants Wealth Management Lending Consultants Wealth Management Lending Consultants
What we do

We advise stakeholders in financial services how to:

  1. Increase revenue and reduce costs
  2. Manage risk 
  3. Understand and capitalize on disruptive trends 

Who we serve

Our clients

  • The largest global financial institutions 
  • Emerging fin-tech companies
  • Private equity and venture capital investors 
  • Consulting firms
  • Global think tanks 

See sample engagements
Why clients work with us

Our advantage

  1. Leaders in the convergence of wealth management and banking solutions 
  2. At the forefront of new technologies, trends, and business models in financial services 

Explore what we can do
Best-in-class material

Our content

One of the only providers of certified continuing education on managing both sides of the balance sheet.

Visit our content library
Changing the default. Challenging status quo.

Our reputation

Grounded in proven theories.

Bold. Controversial. 

Thoughtful. Persuasive.

Learn more about us
Prepare for change

Our perspective

What happens if financial advisors exclusively deliver financial advice? Simple question. Vast implications. 


Are you prepared for platformless advice? 

Discover our thought leadership
We understand the perspective of the client and the advisor

Our wealth management lending experience

We are known for our experience in:

  1. Training how to manage both sides of the balance sheet
  2. Creating scalable/repeatable sales and distribution strategies
  3. Deploying new technologies  
  4. Anticipating trends in financial services
  5. Regulatory compliance   

Meet our leadership

Our network

Our team uses a network of partner firms and experts to facilitate our services. 

Join us

How can we help you?

Contact us today

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