Why This is Important to You
One of the key challenges facing business managers is finding time away from the daily tasks of working in their business, - of managing people, handling customer issues, processing work, attending meetings and otherwise reacting to the priority du jour. These daily requirements seldom leave managers with time to develop and implement key initiatives, let alone seeing these business improvements through to successful implementation and adoption.
Of course, your inability to manage these oft-conflicting priorities could become the difference between consistently meeting your budget and sales goals and keeping your job.
Yet, no matter how hard you try there just doesn’t seem to be enough hours in the day, week or year to put your plans into action. Your inspiration for taking your business to competitive parity and beyond stagnates as you take on even more work with less help as a result of the recent economic meltdown. Hiring is out of the question, as taking on additional headcount is this environment is strictly verboten.
This creates a quandary that left unsolved is likely costing you money and/or a loss of sleep in the short run and could lead to more disastrous career implications over the long-term.
Finding an objective, qualified resource that can take those projects and initiatives that you have identified as critical future drivers of business, to completion, without increasing headcount is a solution worthy of serious consideration.
How We Work With You
Initially, we help you clarify and fine-tune your ideas by providing research, analysis and practical experience to help recognize the resources needed to achieve successful adoption and the potential payoffs for doing so.
If you have multiple initiatives you are interested in advancing we will draw comparisons between them helping you to prioritize and select those that will most effectively achieve the results you seek.
Ultimately, we help you take those ideas that have been bouncing around in your brain or those you have been challenged by management to implement and make them a reality while you continue to manage the day-to-day challenges and responsibilities of operating your business.
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.
Our resources, with specialized, hands-on knowledge, in almost every discipline of wealth management will help you take your project from an idea to a successful reality.
Thomas C. Kane, Founder and Managing Director
Consulting Associate and Compliance Specialist
Kevin Jenne’, Consulting Associate and Director of Research
Henry D. Morneault, Consulting Associate
Operations Strategist and Transition Expert
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.