Strategic Planning and Implementation

“If mediocrity is your goal, that’s easy to attain.” – Mark Tibergien

We work with your firm to build a strategic plan or roadmap, if you will, so you can achieve your goals and live the quality of life you deserve. We believe no one can truly build the firm of their dreams without a strategic plan.  With no direction, it’s very difficult to reach your destination.

I know that like most advisors, you go to conferences, listen to webinars/podcasts, follow newsletters, etc. and get lots of great ideas.  You don’t lack for ideas. What you lack is someone to help you put it all together in a cohesive strategic plan and then help you prioritize it so you it can be implemented.  At The Strategic Implementer, we know most advisors know where they want to go (although they frequently need assistance in articulating it), they just don’t know how to do everything they need to do and IMPLEMENT these ideas.

That’s where we come in.  At TSI, we work with you and your team to evaluate every aspect of your firm from business development, to your service model, from operations to staffing and we break it down and build your strategic plan based on your personal and business goals. In other words, we work with you to build YOUR IDEAL FIRM, whatever that means to you.

Through weekly calls (and sometimes more often) with you and oftentimes other members of your team, we will be the driving force behind you, providing the momentum you and your staff need. Additionally, our combined 20+ years of experience in the industry and our community of financial advisory clients, we know what works and what does not.  Give us a call to find out how you can become the next member of our “advisor community”.