n n Your Second Opinion, LLC
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I Deliver Value

SERVICES

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"


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  • Home
  • People
  • OCIO Support
  • Clients
  • Contact
    • Disclaimer