RIA Consulting 360
Financial Services - , ,
RIA Consulting 360 Employees
RIA Consulting 360 Details
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.
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