Workflow Analysis and Feedback
We will evaluate the processes you’re currently using in a number of areas -client service, safekeeping of customer assets, accounting controls, making sure you’re avoiding “custody”–and give you concrete suggestions for improvement.
Project Management and Implementation
Audit support; onboarding new financial consultants and assisting with the transfer process; setting up new offices; lending a knowledgeable hand when you’re in the thick of it.
Training for Operations Staff and Supervisors
We are able to provide additional training and coaching for front-line staff, but are most useful when helping supervisors get better at (1) effective oversight and delegation; (2) giving useful feedback; (3) and dealing with the day-to-day little conflicts that will grow bigger if not dealt with promptly and well.