Learn More Now
“When the idea of working with Tom was first broached, I was a bit hesitant and wondered if he could truly help my program. I have over 20 years of industry experience and thought I had practically seen it all. Tom worked as partner tackling jobs that I wanted to complete but had not due to the time constraints we all face. His collaboration and approach truly moved our program to the next level. He is a fantastic resource for testing the viability of new ideas and brings a unique perspective to the business. I found him particularly helpful in taking all of those projects bouncing around in my mind and making them a reality."
—Steven Donald
President
Riggs Securities, Inc.
Project Management
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
Catherine Hanks
Consulting Associate and Compliance Specialist
Learn more about Katie and how her 25 years of compliance experience can help you.
Kevin Jenne’, Consulting Associate and Director of Research
Learn more about Kevin and how his practical experience in financial services can help you.
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.
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.
Who We Have Helped
See a partial list of financial institutions like yours that we have helped.
Where You Begin
Kane Carlton, LLC
9940 Hampton Road
Fairfax Station, VA 22039
Phone 703.690.9985, Fax 703.690.4764
Contact Us
