Service: Change Management and Growth
Client: Large Independent Financial Advisory Firm
The firm had experienced rapid growth and had an annual revenue of $6MM. Unfortunately, the growth had created a number of “choke points” and the internal processes were no longer adequate. The inefficiencies were impacting the firm’s overall operations resulting in dissatisfied clients, frustrated workers, overly engaged principals and reduced net profits.
After meeting with the management team, we first identified the key areas needing ...Continue Reading →