FINANCIAL ADVISORY FIRMS

Be the Architect of Your Business Growth Strategy

Strategic thinking distinguishes top performing firms. Our strategic planning program helps aspirational advisory firms—typically managing over $2B in AUM—design unique growth strategies that unite owners and drive sustainable success.

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Business Challenges?

We understand the unique challenges faced by Financial Advisory Firms and Financial Institutions.

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Let's Work Together!

Strategic Business Growth Planning for Advisory Firms

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As firms create scale, the job of growth becomes more taxing and a more deliberate and intentional approach is required. Strategic planning requires creativity, comprehensive industry data, and deep business insights.

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We collaborate to:

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  • Define your overarching business growth drivers – your leading strategy
  • Develop a comprehensive three-year strategic vision
  • Define clear 12-month strategic priorities
  • Create a detailed implementation plan with specific actions and accountabilities helping you optimize your investment of time, money, and energy

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Our program transforms strategic thinking from a theoretical exercise into a practical roadmap, ensuring your firm not only envisions its future but actively creates it.

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By aligning owners and executives around a cohesive strategy, we help you navigate the challenges of growth and maintain your competitive edge.

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Decision Making Confidence with Industry Data Insights

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Our industry data insights give owners the confidence to make crucial decisions, from headcount to client loadings, pricing, client service delivery and much more. Data insights form an essential element of our consulting work.

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Even among well-established advisory firms, executives often find it challenging to distill their business performance metrics and identify new opportunities. With almost 15 years developing and applying industry research, we understand the trends and the metrics that matter most to your firm.

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We provide clients with:

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  • Business performance benchmarks
  • Data-driven insights to align business partners
  • Analysis that reveals hidden opportunities
  • Strategic guidance rooted in robust industry research

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Our approach transforms raw data into practical insights, empowering you to make informed decisions that drive performance.‍

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Activate Your Business Development

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Business development is the lifeblood of advisory firm expansion. We work closely with owners and advisors to create targeted business development initiatives to drive activity that results in new clients and new revenue.

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Client growth rates are the truest measure of a firm's growth potential—and often its most significant challenge.

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Large, successful firms frequently struggle to maintain the client acquisition momentum needed for sustained growth. If this sounds familiar, it’s time to build a firm-wide business development plan and activate your new client acquisition.

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Typically integrated with our strategic planning program, our business development planning provides a clear roadmap to accelerate your firm's expansion.

Our Process

How to Get Started

This process allows us to build long-term relationships with a select group of high-value clients, delivering transformative results that unlock your organization's full potential.

Let’s work together!
Let’s work together!
01

Discover & Analyze

We’re great listeners! We ask you the right questions and listen carefully to understand your business needs.

Whether optimizing advisory firm performance or enhancing your institutional practice management program, our deep understanding of both sides of the industry allows us to craft the best approach for the work ahead.

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Strategize and Design Solutions

Combining deep consulting expertise, industry data, and creative thinking, we collaborate closely with your executive team. Over 3-12 months, we craft customized solutions that unlock new pathways to growth and create value for your organization.

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Implement and Evolve

Nothing changes when nothing changes.

We understand how busy you are, so we go beyond developing targeted solutions. Where needed, we offer implementation support to ensure long-term success, helping you adapt strategies as your business evolves and new challenges emerge.

Our Service

Product owner is a key to maximizing the value of your product

Working with Eliza was a transformative experience for our firm. She guided us in developing a focused strategic plan that aligned with our long-term vision.
Craig Joncas
CEO, Penobscot Financial Advisors
Portland, Maine
We hired Eliza and her team to help us think through an M&A strategy as our firm had not done any transactions at that point in time. Since that engagement, we have done over three dozen transactions and have grown our enterprise value 20x. Her wisdom and insight moved us in the right direction.
Scott Hanson
Co-Founder and Vice Chair
Allworth Financial
Eliza De Pardo was instrumental in the reshaping of our advisory firm from an ad hoc collaborative effort to a harmonious ensemble of technicians working together as planning teams to enhance the overall client experience.
Dr. Kristofer Gray, CFP
Principal
Integrity Financial
Beacon Pointe engaged with Eliza at a pivotal point in our evolution. She worked directly with the board of Beacon Pointe and was quite intuitive with her assessment of the situation. Her knowledge and experience was exhibited in a wisdom that was delivered in a professional yet direct manner.
Matthew B. Cooper
Partner, President
Beacon Pointe Wealth Advisors, Newport Beach, California
As Carlson Capital Management approached a unique nexus in the development of our firm, we required expert, independent counsel to help us confront the challenges and limitations within our existing (legacy) advisory structure. Eliza uniquely blends the art of data-gathering and interviewing to present solutions that are custom-fit to the needs and mission of the organization.
Justin Stets
President
Carlson Capital Management, Minneapolis/St. Paul, Minnesota
I am most appreciative to have worked with Eliza. Her experience and knowledge are evident immediately as we worked through the discovery process. Her grace and patience allow for the intersection between the business goals and execution of those goals. The coaching on implementing the plan is as valuable as the plan itself.
Michael Goodman
President, Principal
WealthStream Advisors. Inc. New York
We engaged with Eliza to assist our firm to reset our strategic agenda, having significantly broadened our ownership group. Eliza was masterful in guiding our group; from gathering the background information, to guiding us over the two-day program.
David Andrew
Founder and CEO
Capital Partners Private Wealth Advisers, Perth, Western Australia

Ready to Transform Your Business?

Together, we will solve your most pressing business challenges. Let’s get started with an initial consultation.

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