SERVICES

My business consulting clients say: addresses "some of our most difficult questions frankly and directly","provocative", "iconclastic; opinions that you have not heard before", "asks questions that go deeper", "honest, no BS insights", "intelligent common sense", "an authority", "impressive listening skills", "experienced facilitator with hands - on leadership experience in investments".

Assist leaders, boards and committees with strategic issues such as:

• “We have ambitious growth plans – how do we choose what to do next?”
• "What else could we do to grow faster?"
• "How can we prepare for change if we grow very quickly?"
• “What gaps exist in our offer to prospects and intermediaries?”
• “What lessons can we learn from the success of other firms?”
• “How can we balance the desire to have a positive culture with strong egos?”
• “Is our investment process sound?”
• “How can we accelerate our growth?”
• “How can we prepare for acquisitions better?”

In - House Workshops:

• "23 Parts of a Firm's DNA"
• "Engaging the Entire Firm in the Effort to Grow"
• “10 Steps to Accelerate Sales Quickly”
• “Grow Assets 5X”
• “Deep Dive Into the Investment Process – Is what we do compelling?”

Due diligence work for acquisitions with a focus on ensuring cultural fit – “What do we want, what can we live with, what is a non – starter”

Offer keynote speeches at association meetings, conferences, off-sites and corporate meetings. Topics have included:

• "Diminishing Role of the COO"
  
• "Building Ties That Bind With Internal Partners"
  
• "Our Boss is the Brand"
• "Is Branding Just About Content Creation"
• "The CFO's Role on Fees"
• "Chief Executive Officer Challenges"
• "The Expanding Role of the COO" - Separate speeches given in the U.S. and Europe

• "Spend it Wisely: Setting Priorities for Growth Initiatives"
• "A Life in Asset Management"
• "4 Key Relationships That Lead to Long-Term Investment Business Success"
• "The New Business Risks of Non - Traditional Fixed Income".
• "Go Big Internationally or Stay Home".
• “Growing to 5X Your Current Size".
• "The Cultural Aspects of Your Offer to Acquire Another Firm".
• "How to Treat Portfolio Managers Better and Retain Them" 
• "Corporate Governance - It's Time for Money Managers to Practice What They Preach"
• “Leading an Investment Organization”
• “When to Fire Your Investment Manager”
• “All Change: The State of the Investment Management Industry"

Frequent executive reports that address issues and offers solutions for leaders of investment management firms. 
More than 100 reports have been written so far. Here is a free compilation of some of “My Most Commented on Reports” 
Telephone seminar/audio conference on jumpstarting sales by engaging the entire firm