Core Growth
For retail advice distribution firms, we are designing a scalable Core Growth operating model which diversifies and grows benchmarked non compensable and compensable revenue streams between 25% - 40% translating to material Alpha in EBITDA and business multiple.
Big Data & Decision Sciences
We are leveraging best practices within retail banking coupled with innovation specific to wealth management industry to design newly scalable big data and decision science services to capture total household AUM and new client acquisition (AUM, AUA, NNA) spanning all retail client wealth tiers.
RIA Roll Up Model
We are designing the next generation scalable RIA operating and integration model to support add on expansion of the small/middle RIA market. This model improves benchmarked RIA add on EBITDA by 25%-35% and can be leveraged in building a national scalable distribution presence.
Advisor Utilization Model
We are designing scalable product, service and solution distribution models which materially increases Retail Advisor utilization rates from benchmarked 15% to 40% per strategic account. This increased penetration materially improves ROI per strategic relationship.
