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“Tom Kane is a great resource for those needing advice and guidance on the success of wealth management organizations at financial services firms. His hands-on experience in working in several wealth management groups in senior positions give Tom unique insights into the important factors for success of those groups, including compensation, investment products and programs, technology, and integration with other bank products and services."

—John Shields
Principal
Mainstay Consulting Group

Strategic Planning

Why This is Important to You

The ability to continually enhance your capacity to create the results that you really care about is a core competency of executives seeking to lead organizations to new heights of achievement.

Without a well developed, documented, communicated and executed plan, you are leaving your department or company’s success and your career to chance.

A strategic plan allows you to focus on the most important things, allocating your resources (time, people & money) to those activities that will result in the greatest benefits. The process allows you put the battle between revenue growth and expense control in focus and perspective.

It provides a forum for developing a shared vision of where your organization is headed and a common language from which to communicate this vision. It leads to an understanding of organizational dynamics and complex processes, forcing business leaders to think through the complexities and the tools available to achieve success.

The Plan provides a platform from which to measure performance; it is central to your internal communications; it creates a collaborative environment; it recognizes the affect the changing business climate is having on the company and what steps are necessary to gain a competitive advantage.

How We Work With You

We work with clients to create action-oriented business plans to improve performance, develop new capabilities, and expand into new markets and segments. We believe that sound, rational business plans are built on a foundation of rigorous analysis and research. Our analysts gather market, competitor, and industry intelligence and draw pertinent conclusions on what the findings mean for our client. Based on this information, we assess existing performance and capabilities across segments, channels, and products. Once this foundation is built, we lead client-working teams through decision-making discussions to define positioning approaches, requirements, performance expectations, and specific initiatives. In the final phases, we project the financial impacts of the proposed initiatives and work with our clients to prepare for implementation.

What This Means For You

The peace of mind that comes with knowing you have used a proven process to think through the most important aspects of your business
The solace that comes from creating a clear direction for you and your team
The competitive advantage of being able to quickly and clearly articulate your vision and value
The satisfaction that comes from improved employee morale
The financial and visceral rewards emanating from developing and executing a sound, rational business plan

Who Will Help You

Kane Carlton is a consortium of the best and brightest talent in the wealth management industry. This confederation of seasoned professionals combines decades of practical experience in highly specialized disciplines with a no-nonsense, innovative, results-driven focus on a singular mission - to help you.

Tom Kane

Thomas C. Kane, Founder and Managing Director

Learn more about Tom and how his 30 years of practical experience in financial services can help you.

Anita Gentle Newcomb

Anita Gentle Newcomb, Consulting Associate
Financial Institutions Strategic Planning Expert
Director, Federal Reserve Board, Baltimore/ Richmond Branch

Learn more about Anita and how her decades of experience developing strategic plans for banks can help you.

Joan Kane

Joan M. Kane, Consulting Associate
Independent Financial Advisor

Learn more about Joan and how her 27 years of experience as a financial advisor can help you.

Henry Moreault, Wealth Industry Advisor

Henry D. Morneault, Consulting Associate
Operations Strategist and Transition Expert

Learn more about Henry and how his two decades of specialized knowledge can help you.

Paul G. Ahern, Consulting Associate
Investment Management Platform Specialist

Learn more about Paul and how his two decades of specialized knowledge can help you.

Why Kane Carlton

We help our wealth management clients make informed decisions by providing them with research, competitive intelligence, best practices and innovative, objective solutions designed to reduce costs, increase revenue and stay competitive. Yet, unlike pure consulting we pride ourselves on being on the field and in the game with you, focusing on implementing the work product we create.

We understand that the thin line separating a flourishing career from unemployment and a thriving franchise from a failed business is a combination of the decisions you make. So make your first decision the right decision—decide Kane Carlton.

Learn more about our firm and how we help advisors and advisory practices optimize results in the delivery of wealth management products and services.

Who We Have Helped

See a partial list of people and firms that we have helped.