Service: Change Management and Strategic Initiatives
Client: Nationally Recognized Broker-Dealer
The nationally recognized broker-dealer was in the midst of a transition, brought on when one of the partners announced he was leaving the firm. Although the terms of a partnership buyout had been previously set, the established value of the firm was questioned creating a period of uncertainty. The new leadership team wanted to establish a new strategy that could be implemented quickly and effectively.
First, ...Continue Reading →