Financial Advisory Firms
Strategic thinking distinguishes top performing firms. Our strategic planning program helps aspirational advisory firms—typically managing over $2B in AUM—design unique growth strategies that unite owners and drive sustainable success.
Let's Work TogetherAs firms create scale, the job of growth becomes more taxing and a more deliberate and intentional approach is required. Strategic planning requires creativity, comprehensive industry data, and deep business insights.
Our program transforms strategic thinking from a theoretical exercise into a practical roadmap, ensuring your firm not only envisions its future but actively creates it.
By aligning owners and executives around a cohesive strategy, we help you navigate the challenges of growth and maintain your competitive edge.
Our industry data insights give owners the confidence to make crucial decisions, from headcount to client loadings, pricing, client service delivery and much more. Data insights form an essential element of our consulting work.
Even among well-established advisory firms, executives often find it challenging to distill their business performance metrics and identify new opportunities. With almost 15 years developing and applying industry research, we understand the trends and the metrics that matter most to your firm.
Our approach transforms raw data into practical insights, empowering you to make informed decisions that drive performance.
Business development is the lifeblood of advisory firm expansion. We work closely with owners and advisors to create targeted business development initiatives to drive activity that results in new clients and new revenue.
Client growth rates are the truest measure of a firm's growth potential—and often its most significant challenge.
Large, successful firms frequently struggle to maintain the client acquisition momentum needed for sustained growth. If this sounds familiar, it's time to build a firm-wide business development plan and activate your new client acquisition.
Typically integrated with our strategic planning program, our business development planning provides a clear roadmap to accelerate your firm's expansion.
Our Process
This process allows us to build long-term relationships with a select group of high-value clients, delivering transformative results that unlock your organization's full potential.
Let's work together!We're great listeners! We ask you the right questions and listen carefully to understand your business needs. Whether optimizing advisory firm performance or enhancing your institutional practice management program, our deep understanding of both sides of the industry allows us to craft the best approach for the work ahead.
Combining deep consulting expertise, industry data, and creative thinking, we collaborate closely with your executive team. Over 3-12 months, we craft customized solutions that unlock new pathways to growth and create value for your organization.
Nothing changes when nothing changes. We understand how busy you are, so we go beyond developing targeted solutions. Where needed, we offer implementation support to ensure long-term success, helping you adapt strategies as your business evolves and new challenges emerge.
Working with Eliza was a transformative experience for our firm. She guided us in developing a focused strategic plan that aligned with our long-term vision.
We hired Eliza and her team to help us think through an M&A strategy as our firm had not done any transactions at that point in time. Since that engagement, we have done over three dozen transactions and have grown our enterprise value 20x. Her wisdom and insight moved us in the right direction.
Eliza De Pardo was instrumental in the reshaping of our advisory firm from an ad hoc collaborative effort to a harmonious ensemble of technicians working together as planning teams to enhance the overall client experience.
Beacon Pointe engaged with Eliza at a pivotal point in our evolution. She worked directly with the board of Beacon Pointe and was quite intuitive with her assessment of the situation. Her knowledge and experience was exhibited in a wisdom that was delivered in a professional yet direct manner.
As Carlson Capital Management approached a unique nexus in the development of our firm, we required expert, independent counsel to help us confront the challenges and limitations within our existing (legacy) advisory structure. Eliza uniquely blends the art of data-gathering and interviewing to present solutions that are custom-fit to the needs and mission of the organization.
I am most appreciative to have worked with Eliza. Her experience and knowledge are evident immediately as we worked through the discovery process. Her grace and patience allow for the intersection between the business goals and execution of those goals. The coaching on implementing the plan is as valuable as the plan itself.
We engaged with Eliza to assist our firm to reset our strategic agenda, having significantly broadened our ownership group. Eliza was masterful in guiding our group; from gathering the background information, to guiding us over the two-day program.
Eliza understands the wealth management industry - and our business - as well as anyone I’ve met. She helped us map a clear, strategic human capital and organizational development plan that positions our firm for a sustainable and successful future. Her insights and guidance have been invaluable.
Together, we will solve your most pressing business challenges. Let's get started with an initial consultation.
