fire up adviser success
Deliver insights with the power to transform advisory firm performance
Having the valued experience of working with the major custodians and broker dealers in the U.S. financial market over the last decade, we know how to grow advisor engagement.
Whether you are looking for a data driven research based white paper or instructional guidebooks or tools, we are well equipped to build content that resonates with firms at all stages of development.
We work closely with you to best reflect your unique voice and message while delivering De Pardo Consulting know-how. Talk to us about building resources on a range of important business management topics such as:
- Business growth and driving outperformance
- Human capital management including
- Organizational design
- Compensation or remuneration planning
- Performance management
- Business succession
- Mergers and acquisitions
- Strategic planning
- Profitable pricing strategies
- Niche marketing
- Financial performance management and understanding the metrics that matter most
take A LOOK AT OUR WORK
What is the turnover of talent really costing your firm?
The best firms make their biggest gains courtesy of recessions’ according to Eliza De Pardo for RIABiz. Those prepared to give on owner pay, flex their business development muscles and expand talent will capitalize.
Brush off the Recession-like Vibe to Capitalize in 2023 with 5 Tested Growth Strategies
The best firms make their biggest gains courtesy of recessions’ according to Eliza De Pardo for RIABiz. Those prepared to give on owner pay, flex their business development muscles and expand talent will capitalize.
Growth Strategies for a Successful 2023
Uncooperative markets mean executives will need to think creatively to sustain growth in 2023. Eliza De Pardo spoke with with Lauren Hong about business growth strategies for the year ahead.
The heat is on compensation and cola is more problematic than ever
It’s pay review season. With 8% inflation and markets down, Eliza De Pardo provides owners and executives with compensation guidance to protect firm financials and reward talent.
KEEPING MOMENTUM THROUGH THE ROAD BLOCKS
Live from the Axos Advisor service conference, in Denver Colorado, Doug Heikkinen of Advisorpedia and Eliza De Pardo discuss the talent shortage in the financial services industry and the importance of the next generation of advisors.
THE BIG SQUEEZE: LEADING THROUGH THE TALENT CRISIS
An industry-wide talent deficit looms large. The Great Resignation is merely a warning flare for business owners. Eliza De Pardo considers how the advice industry can increase access to this increasingly scarce asset?
THE ONLY WAY OUT IS THROUGH: INTERNAL SUCCESSION
Internal succession challenges can be emotionally charged and feel insurmountable. Eliza De Pardo maintians, trust and transparency is the precursor to any effective internal ownership transition.
THE GROWTH, CULTURE AND COMPENSATION PARADOX
Does your compensation plan meet the needs of your talent and shareholders? Eliza De Pardo highlights the importance of achieving a balanced compensation plan for FA Magazine.
RIAs SHAPESHIFT INTO PRIVATE EQUITY
Does the ability to serve the wealth management needs of clients create the foundation for a successful PE player? RIA Biz and Eliza De Pardo take a closer look.
$4B RIA Delivers With 2 Women Appointed Co-CEOs
De Pardo Consulting weighs in on Santa Monica RIAs Co-CEO, all female appointment with Charlie Paikert for Barron’s.
Solving RIA Challenges With Hard Numbers
Michael Kitces asks Eliza De Pardo if the $1.5 million RIA revenue threshold is a wall that ends the honeymoon; Short (inconclusive) answer: Yes, but… | RIABiz
SMART HUMAN CAPITAL STRATEGIES THAT OPTIMIZE GROWTH
Eliza De Pardo joins Michael Kitces for a rich conversation on the human capital practices that all growth minded firms should be paying attention to.
Optimizing Compensation
Eliza De Pardo joins Julie Littlechild on the Becoming Referable Podcast, sharing insights for optimizing your compensation plan.
