关于我们
I am a consultant in the financial services industry, with an emphasis on RIA, and Hybrid RIA firms. I specialize in creating cultures where organizations thrive. Through a discovery process, I identify inefficiencies in organizations- from company culture to technology implementation and strategic business planning. I utilize a team approach, and stay with the company until desired results are achieved. ? Scalability/sustainability: Hiring: operations manager & client service specialist, education and training, simplify/streamline business practices, procedures manual and workflows; technology planning, implementation and customization ? Growth: Strategic business planning, marketing engagement prep work, website review ? Retention: team dynamics, company culture, client service, create common vision ? Investment advisor transitions from wirehouse to Hybrid RIA model. Serve as advocate for the investment advisory firm to coordinate, streamline and clarify pre-transition tasks and workflow between the investment advisor, the broker dealer, and the custodian of fee-based assets for an expedited transition between business models to minimize stress and maximize time, money and resources for all parties involved.
- 网站
-
https://www.riaconsulting360.com
RIA Consulting 360的外部链接
- 所属行业
- 金融服务
- 规模
- 1 人
- 类型
- 个体经营
- 创立
- 2015
- 领域
- Technology efficiency、Workflows、Process efficiency、Team dynamics、Business transitions、Operarations management和Strategic business planning