Stathis Partners is constantly engaged with industry executive leadership in various consulting capacities. Offerings and expertise include the following:
- Program diagnosis, prescription, and optimization
- Broker Dealer Due Diligence and Selection (more info)
- Advisor Book Optimization
- Service Level Tiering, Structuring, and Centralized Solution Strategies
- Advisor Tiering, Talent Development, and Career Pathing
- Client Segmentation Optimization
- Increasing Financial Planning Utilization
- Fee-For-Service Models
- Sales Reorientation around Number of Needs Served and Financial Planning
- Life Insurance Sales Development
- Integrated Delivery Models (Cross-Departmental Relationships)
Please contact us to discuss our consulting offerings in more detail.