Services to Help Advisors & Advisor Practices Flourish
The coaching and consulting experts at KaneCarlton have over a century of combined experience in wealth management solutions to investors. We go well beyond theory in working with our clients, to provide practical, no-nonsense solutions to make your practice flourish; whether you are an advisor within a larger institution, a "single shingle" practitioner or boutique advisory practice, we bring the expertise you need to increase revenue, enhance scalability, reduce costs, improve efficiency and create competitive distinction.
We recognize that as the industry grows, so does the rhetoric; much of which is delivered by "empty suits" with limited practical experience, few new ideas and solutions that are more aspirations than answers.
Our experience allows us to quickly get at the heart of an issue or opportunity and to help you make informed decisions that will differentiate you and your practice. We believe it is the combination of the decisions you make that determines the ultimate success or failure of your enterprise and therefore, place a strong emphasis on helping you make the right decisions, the first time. We do this not only through our experience, but through lessons we have learned of what works and what doesn't, from best practices, research and an uncanny ability to anticipate and decipher trends that position you and your business as leaders, not followers.
Our comprehensive suite of services are also designed to help advisors make those difficult career decisions and life changes; whether changing firms, transitioning to independence or handing the reins over to partners, family or another firm.
- Branding, Marketing & Corporate Communication
- Business Plan Development
- Compensation Plan Design & Review
- Compliance, Risk Management & Corporate Governance
- Hiring Solutions & Advisor / Practice Acquisition
- Investment Management Platform Design and Review
- Market Segmentation Strategies & Tactics
- Organizational Assessment and Best Practices
- Process Improvement
- Project Management
- Referral Partner Programs
- Strategic Planning
- Technology Assessment & Adoption
- Transitioning Advisor Services
- Vendor Selection & Contract Negotiation