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.