Full discovery and written evaluation of:
We believe the wisdom, tools and experience gathered over more than 40 years will support advisors’ confidence with clients and thought leadership within their firms. Our collaborative support will augment confidence, consistency and efficiency to enhance practice profitability. Read more about us
As part of our Initial Evaluation of your Investment Solutions for clients, we will conduct extensive Discovery leading to a written report detailing any suggested improvements to your existing Portfolio Design Process.
Consistent Bi-weekly, Monthly, Quarterly and Annual deliverables to augment client communications and to support thought leadership within the firm.
Efficiently and consistently support unscheduled client communication issues. Experienced support to help onboard new advisors or to audit the philosophy and deliverables of a potential acquisition.
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When we started working with Byron in 2010, we managed just over $25 million in assets. We now manage north of $130 million. His strong understanding of client relationships and how to develop them has been invaluable to the growth of our practice.
Byron brings a wealth of perspective in so many areas, including differentiating our services from competitors, speaking our value with clients, portfolio design, tax mitigation strategies, development of written and video communications with clients, assessments of market conditions and how to lead our clients and team, just to name few. Our team and even many of our clients know Byron by name due to his key contributions to their success through the years.
We’ve been colleagues of Byron’s for more than 6 years. His consulting input and friendship have made the relationship not only pleasurable but also productive. We have found his deep background and experience provides a frame of reference for client interaction that effectively supplements and supports our efforts.
I have known Byron for more than a dozen years and found him to be a consistent and reliable source of input that has helped to shape numerous strategic decisions concerning practice management and client development. As business colleagues for roughly 6 years, his support as a consultant is a constant we have relied upon as a strong member of our team. His depth of experience within the industry has repeatedly offered unique insights that would not have been available without his counsel. During our association Smart Investor’s assets under management increased from $180 million to more than $300 million.
Byron has been a strong member of our team for more than 15 years. We have found his counsel and knowledge to be of tremendous value. His long and varied experience in the financial industry has repeatedly brought a unique perspective to not only client engagements but also to the growth and profitability of our practice. Our business has expanded many times over because of Byron’s counsel.
We’ve worked with Byron for over 10 years and have found him to be a consistent and reliable source of guidance for developing prospects into clients. His long experience in the industry and his varied background have provided unique insight to effectively address numerous unforeseen client questions and situations…in local terms, “He’s just a real Badass!”
Our fees are designed to allow subscribers to identify the level of service that will provide the most value to their firms. Each offering is distinct and outlines a range of collaboration largely independent of the others. The Level One Initial Discovery is a stand-alone, one-time process appropriate for firms that have never performed a formal in-depth analysis of model portfolios, how investment solutions are identified and Investment Proposal client deliverables. Alternately, this procedure can be an update of pre-existing analysis. Level Two provides scheduled, consistent and relevant articles and essays to augment advisor’s “touches” with clients. Level Three services overlay communications with layers of consultative interaction to support thought leadership both within the advisor’s firm and in discussions with clients.
Full discovery and written evaluation of:
Written client communication services delivered
LEVEL TWO services + Availability for On Demand services, ad hoc support and coaching