Consulting Services

Client Survey and Analysis:
Perfect for reconnecting with clients and establishing your marketing identity.

• Telephone consultation
• Marketing action plan
• Two ½ hour coaching calls

Web Development & Design Services:
Parter with us to attract new clients, impress existing ones by making your online presence fresh and user-friendly.

• Flash Platform Development
• Content Management System Platforms
• Built-in Search Engine Optimization
• Robust Hosting and Email Packages

Internet Marketing Services:
Improve your visibility on the Search Engines with proven Search Engine Marketing strategies.

• Search Engine Optimization
• Pay-Per-Click Marketing
• Social Media Optimization

Marketing Consulting:
Ideal for the advisor looking to create a formal marketing plan, expand your practice or prepare a succession plan.

• Three month commitment
• Bi-weekly telephone consultations
• 3 hours commitment each week
• Focus is client assessment, marketing and teambuilding

Team Member Selection:
Utilize our expertise and assessment tools to make effective hiring decisions

• Analysis of your Organizational Chart/Company Mission
• Utilization of behavioral assessments
• Consultation on assessment results/Candidate Selection

Onsite Consulting:
Identify what is really happening in your office on a daily basis.

• ½ Day or 1 Day on-site consultation
• Written detailed analysis
• Six month consultation
• Focus on workflow analysis, client service, and team communication