No two firms are alike and as such, no two business plans should be alike.
An advisory business is a living object, moving along a life cycle of change: a birth stage, a growth stage, a maturity stage, and a legacy stage. By examining and understanding what types of processes are important during each stage, an advisor can readily adapt to any environmental changes and identify new strategies to succeed.
When a business grows, it naturally becomes more complex and management responsibilities inherently increase. A team-based firm has a more shared leadership structure and the business can continue to thrive in a competitive environment.
The core services and programs we offer address key issues advisors face throughout a firm’s life cycle evolution. We provide training and coaching that are relevant, forward-thinking and personal to your business. Our guidance seeks to establish clarity with your firm’s purpose, improve decision making, and encourage team unity and collaboration. We emphasize results and accountability throughout our unique engagement.
Each of the core services listed below are distinct in their approach and delivery. To learn more about our services or for registration information, please contact us.
Intensive Group Learning Curriculum
The Ensemble Management Institute helps advisors create a better business model and position their firm for growth. We incorporate theoretical application with insight and practical applications on key business management disciplines.
One-on-One Firm Engagement
Our Individual Firm Engagement is a highly involved, long-term business management consulting program. We immerse ourselves into understanding your business model, then create a comprehensive plan that dramatically improves the profitability and growth.