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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    • Sample engagements
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Wealth Management Lending Consulting Services

Our Securities Based Lending Consulting Services

Wealth Management Lending Sales Consulting

Advisor Education

Market & channel segmentation, strategy, and planning

Product adoption | distribution strategy

Product adoption | distribution strategy

Market & channel segmentation, strategy, and planning

Product adoption | distribution strategy

Market & channel segmentation, strategy, and planning

Market & channel segmentation, strategy, and planning

Market & channel segmentation, strategy, and planning

Personas / strategy by persona

Team structure / resource allocation

Market & channel segmentation, strategy, and planning

Train the trainer

Team structure / resource allocation

Team structure / resource allocation

Team structure / resource allocation

Team structure / resource allocation

Team structure / resource allocation

Wealth Management Lending Regulatory Compliance

Regulatory compliance / trends

Regulatory compliance / trends

Regulatory compliance / trends

Litigation anticipation

Regulatory compliance / trends

Regulatory compliance / trends

Best practices

Regulation W compliance

Regulation W compliance

Regulation W compliance

Regulation W compliance

Regulation W compliance

SBLOC Technology Consulting

Technology platforms / solutions

Technology platforms / solutions

Technology platforms / solutions

Budget

Technology platforms / solutions

Technology platforms / solutions

Integration

Alternatives / competition

Alternatives / competition

Alternatives / competition

Alternatives / competition

Alternatives / competition

Wealth Management Lending Strategic Consulting

Market opportunity assessment

Internal transfer pricing / cost of funds / opportunity cost

Market opportunity assessment

Competitive threats

Internal transfer pricing / cost of funds / opportunity cost

Market opportunity assessment

Internal transfer pricing / cost of funds / opportunity cost

Internal transfer pricing / cost of funds / opportunity cost

Internal transfer pricing / cost of funds / opportunity cost

Strategic planning / trend convergence

Strategic planning / trend convergence

Internal transfer pricing / cost of funds / opportunity cost

Product design / market fit

Strategic planning / trend convergence

Additional resources to consider

Additional resources to consider

Strategic planning / trend convergence

Additional resources to consider

Pricing

Compensation

Compensation

Compensation

Compensation

Compensation

Featured service: Reg W Expert Opinion Letter


Wealth management lending | Securities based lending 

Transfer pricing / Reg W expert opinion letters. 


Learn more

Contact us for details

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1210 South Indiana, Apt 7206. Chicago, Il 60605


Copyright © 2022 Thomas J. Anderson Consulting, LLC  All Rights Reserved. 


Thomas J. Anderson Consulting, LLC is a part of Thomas J Anderson Enterprises, LLC.

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