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Ready to become more scalable, productive, and profitable?
Looking to maximize and ultimately transfer and monetize your business value through succession?
Our financial services consultants work with hundreds of advisory firms – from $100 million single owner practices to multi-billion dollar enterprises – to help assess, analyze and implement strategies to optimize growth, productivity, and business value.
Based on your particular business goals and/or obstacles, we’ll pair you with a ClientWise consultant who’s deeply knowledgeable and experienced in successfully navigating those challenges.
Bringing insights and best practices gathered from years of working with some of the best in the financial services industry, your consultant will help you transform the present into the possible.

Our Specialties

Compensation Design: Small and Medium Sized Firms

How does your compensation program stack up against your peers for both retention and new hires? Small and medium sized firms face the challenge of attracting and retaining talent without breaking the bank. Align your compensation plan with your firm's budget and goals to motivate the people who will drive the future growth of your business while remaining profitable.

Compensation Design: Small and Medium Sized Firms

How does your compensation program stack up against your peers for both retention and new hires? Small and medium sized firms face the challenge of attracting and retaining talent without breaking the bank. Align your compensation plan with your firm's budget and goals to motivate the people who will drive the future growth of your business while remaining profitable.

Compensation Design: Large Firms

Is there a way to more closely tie compensation to your firm’s critical objectives and key results (OKRs)? A well-designed compensation plan just may be the most important work you can undertake to attract, retain, and motivate your employees, while also ensuring a return on your human capital investment.

Compensation Design: Large Firms

Is there a way to more closely tie compensation to your firm’s critical objectives and key results (OKRs)? A well-designed compensation plan just may be the most important work you can undertake to attract, retain, and motivate your employees, while also ensuring a return on your human capital investment.

Long Term Incentive-Based Compensation Design

Retain and reward your top talent with the right mix of cash bonuses, strategic salary increases, and stock options. Incentivize your employees and earn a return on your investment.

Long Term Incentive-Based Compensation Design

Retain and reward your top talent with the right mix of cash bonuses, strategic salary increases, and stock options. Incentivize your employees and earn a return on your investment.

Ensemble Formation

Have you built a team or a work group? To coalesce into a team, there must be a shared vision and interdependence as well as a deep sense of trust – built around every member of the team feeling and working as an owner; empowered in making decisions and delivering for the client. Our consultants will show you how to create a more cohesive ensemble.

Ensemble Formation

Have you built a team or a work group? To coalesce into a team, there must be a shared vision and interdependence as well as a deep sense of trust – built around every member of the team feeling and working as an owner; empowered in making decisions and delivering for the client. Our consultants will show you how to create a more cohesive ensemble.

Let us guide you to your potential.

Connect with us to problem solve for a successful future.