Sunday, December 9, 2018
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Positioning for the Future
We serve two simultaneous roles in helping a firm define its competitive position and marketing plan - one is as an independent, objective expert and the second is as a change agent. If there are obstacles to a client's business success, we want to identify and help eliminate those obstacles. When helping to position a firm, we conduct a thorough analysis and work with the firm's leaders to develop a well-defined plan of action.

New technologies are changing the way investment clients think about communications and time, management, and what they need and expect from their managers. We help managers adapt to the changing environment and position for future growth opportunities.
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  Positioning for the Future
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