Project Work

For assistance with finite tasks that have a definable time frame and scope of work.  Examples:

  • Business Infrastructure Needs Assessment
  • Curated Focus Groups
  • Targeted Hiring Preparation
  • Website & Marketing Collateral Assessment and Re-Design 

 

Retainer

For ongoing assistance in an advisory capacity.  Examples of topics covered:

  • Broker Dealer sale & acquisition guidance
  • Guidance with implementation of new procedures
  • Ongoing feedback on rolling out or updating impact investing products
  • RIA and Financial Advisor Coaching
  • Goal setting/ holding accountable for RIA managment or Financial Advisors
  • Starting an RIA and/ or leaving the broker structure to go "Fee Only"

 

Hourly

For short engagement, ad hoc advice and guidance.  Examples of topics covered:

  • Impact Investing - general information and guidance.
  • Impact Investing - specific advice around marketing/ messaging, products, or current marketplace.
  • Feedback on organizational (employee) structure.
  • Feedback on RIA and Financial Advisor office technology.

 

Speaking Engagements

I speak at conferences and study groups about the following topics.  For upcoming events, click here.

  • Women in Finance
  • Surviving (and Thriving) through Change
  • Sustainable and Impact Investing
  • Practice Management & Time Management