Blog

Learn From Experts

We guide clients in the process of ongoing realignment with their vision. As partners in this process, we know our work isn’t finished after one or two meetings—that’s why we work hard to pass on important information, new perspectives, and content that keeps you on track with your vision.

The Power of the Process

When compliance and business development work in tandem, everyone wins. Recently, I was engaged to lead a strategic planning exercise for a company navigating challenges resulting from the Covid pandemic. The first meeting was with a board member and the CEO to...

Organizational relevance: Why is it so difficult?

When compliance and business development work in tandem, everyone wins. What is organizational relevance, and why does it matter? In a business setting, relevance refers to an organization’s pertinence, its meaningfulness, its importance to employees, customers and...

Every day counts with your strategy

It is exciting to begin a new year with goals and aspirations for your business. Most companies establish annual goals as part of their operating plan; longer-term strategic plans are built on initiatives that move the business toward a future state vision. Annual and...

Choices to focus your business plan

Here are 3 sets of closely related choices – areas of focus - to help make sure you get the most from your business plan. Eliminating Pain Points vs. Progress in Strategy Execution I recently met with a CEO to organize a strategic planning meeting with his leadership...

Wealth Management 2021: Five Themes to Guide Your Business

When compliance and business development work in tandem, everyone wins. Individualized Advice – The Covid event increased demand for financial advice covering everything from asset management and growing wealth to wealth transfer. The long-awaited move into a...

Get In touch

 

Get Connected

Whether you have specific questions or are just curious about our services, we want to connect with you.

13 + 3 =

Strategic Advisory Consulting Group

Partnering with you in the process of defining, refining, and aligning you with your vision.

© 2021 Strategic Advisory Consulting Group.

Learn More