CEO FINANCIAL ADVISOR™ Leadership Team - 3 Monthly Payments of $4,800

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CEO FINANCIAL ADVISOR™ Leadership Team

Strategic Implementation for the Firm's Next Stage of Growth

The CEO FINANCIAL ADVISOR™ Leadership Team Program is a four-month strategic implementation engagement for firms with an established or developing leadership team.

Together, we assess the key areas of the business, identify the highest priorities and strengthen the structure, leadership and operating practices needed for the firm's next stage.

The goal is to create greater clarity, alignment and accountability across the business while building the leadership capacity needed for sustainable growth.

WHAT WE WORK ON

WHAT'S INCLUDED

  • Strategic assessment and prioritization to focus on what will have the greatest impact
  • Customized meeting cadence over the 4-month engagement
  • Hands-on implementation guidance and support to turn priorities into action
  • Access to tools, templates and resources in the CEO FINANCIAL ADVISOR™ framework
  • Leadership-team development and facilitation as part of the Leadership Team engagement

THE OUTCOME

A stronger business with greater accountability, better visibility into performance and a leadership team aligned around the firm's most important priorities creating greater capacity and a foundation for sustainable growth.

4-MONTH LEADERSHIP TEAM PROGRAM

Cost: $14,400
3 Monthly Payments of $4,800

Specific engagement details are outlined in your Business Consulting Agreement.