Institutional Consulting
We’re best known for speaking and advisor training—live events, webinars, and videos that can be CE-certified and help firms demonstrate responsible lending strategies.
We also create custom content—advisor and client-facing materials firms can brand as their own.
And for select projects, we provide expert opinion letters to some of the world’s largest financial institutions.
Tom enjoys three types of events: intimate client gatherings at venues like the Ritz-Carlton, ballrooms filled with 1,000+ top producers, and small-group workshops that go deeper into advanced cash and lending strategies.
Engagements can be one-off or, more commonly, structured on retainer, and are booked either directly or through leading speakers bureaus.
Due to a contractual clause with an existing client, the minimum fee for a one-time event is $30,000.
Content library
Many firms—and, by extension, thousands of advisors—use our content. Sometimes it is strictly for internal training, other times it is client-facing.
In some cases you’ll see attribution to us at the very bottom, in others we remain invisible. We’re a flexible partner and happy to adapt to what works best for you.
The only thing we ask is that our intellectual property not be used without permission. When in doubt, just reach out—we’re easy to work with, and we take pride in finding the right solution.
We provide expert opinion letters for regulatory and strategic purposes, including work for some of the world’s largest banks.
We compete effectively with the biggest consulting firms by pricing differently and bringing knowledge they often lack.
In fact, consulting firms themselves have frequently come to us for guidance—sometimes repackaging our insights for their own clients. At least two, and arguably three, have outright copied our work, which is why we no longer pursue collaborations with them. What we offer instead is direct, conflict-free expertise, delivered with the clarity and authority regulators and institutions require.
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