Sample engagements

Issue: 

Our advisor training is one size fits all and isn't resonating with the field. 

Our solution:

1. Assess 
2. Set the training strategy
3. Segment the advisor population
4. Deliver custom training by segment

Issue: 

Our client needs to assess their opportunity in wealth management lending.

Our solution:

We provide supplemental perspective on:

• Market opportunity
• Best practices
• Technology trends
• Sales strategy
• Sales team / coverage
• Product design
• Cost of funds / economics

Issue:

Our bankers need to know what to say and how to say it. 

Our solution:

Train the trainer:

• Set the goals
• Determine the strategy
• Develop the curriculum
• Segment by skillset
• Deliver specific and actionable training materials

Issue:

Our product adoption is stagnating. Our materials are limited. 

Our solution:

• A custom, white label content library
• Sales team consulting
• Campaign strategy 

Issue:

We are concerned about future litigation with respect to wealth management lending suitability. 

Our solution:

• Specific steps to take now to prevent issues in the future
• Perspective on suitability through the life of the loan 

Issue:

We are releasing a new technology solution but have a limited go-to-market strategy. 

Our solution:

• Segment the market
• Create a clear, specific, and actionable plan by market segment 

Issue: 

Our advisors are generally unaware of 1.) "why lending" and 2.) our lending solutions.

Our solution:

• Main stage, continuing education certified, presentation at national conference 
• Follow up materials and action plan

Issue: 

Our potential investors are having a hard time understanding the competition and market opportunity.

Our solution:

We provide supplemental perspective on:

• Market opportunity
• Competition
• Trends

Issue:

Our coursework is limited.  

Our solution:

• Evaluate existing materials
• Develop the curriculum
• Co-author new materials 

Issue:

The sales force of our asset management firm isn't selling in line with peers.

Our solution:

• Evaluate the organization design
• Set the strategy by market segment
• Define the story
• Train the field

Issue:

We need to demonstrate specific sales, marketing, and product knowledge in a targeted segment.

Our solution:

• Set the strategy
• Joint creation of white papers / thought leadership 

Issue:

Our technology is great but our challenge is scaling to new firms and new markets. 

Our solution:

• Identify key opportunities
• Strategize on prospect needs
• Specific action plan to  approaching these prospects