financial advisory firms
Having consulted with hundreds of advisory firms in the U.S and the Australian markets, we know the challenges that come with leading a successful advisory firm. Financial advisory firms look to De Pardo Consulting for an impartial perspective, industry expertise and insights in how the best performing advisory firms gain an advantage.
Irrespective of your firm size, leading a business brings about interesting challenges. Some of these challenges require fresh solutions and a change in the way we do business. Confronting difficult challenges head on can circumvent years of frustration and reduced performance, instead, propelling a firm to the next stage of growth.
Our advisory firm clients come to us with a range of relatable business challenges.
For example:
- We are not growing at the rate we expected
- Our shareholders want to reassess our business strategy to drive future growth
- We want to better understand and improve our financial performance
- Our pricing strategy is not driving adequate profit
- We need a compensation plan (remuneration) that motivates and rewards our talent
- Our organizational structure is not well defined
- We must reduce principal dependency
- Our people want greater role clarity and a career path
- We want to pursue a merger or acquisition but need guidance
Working with Advisory Firms
Our advisory firm clients tend to be mid-sized or larger, with annual revenue over $5 million. At this level, more complicated business issues begin to arise, requiring firms to operate differently than they have in the past. Our clients represent a range of marketplace participant such as,
- Wealth Managers
- Investment Managers
- Financial Planners
- Family Offices
- Platform Providers
We like to jump right in and get moving. It all starts by listening to you — your concerns, your challenges, your business needs.
We talk with the relevant people on your team to gather the facts, striving to completely understand your unique circumstances.
We quickly pinpoint your strengths and the areas that need priority attention. We then combine what we learn from you with our deep industry knowledge and relevant data to deliver laser-like advice.
Our custom-built advice provides detailed recommendations for your specific needs, coupled with implementation planning that propels short-term wins while working towards your longer-term aspirations.
