Consulting Services

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The Ascension consulting process is designed to help financial advisors, 

branch managers, product specialists and their teams elevate their practice 

in the directions they wish to pursue, in order to:

 

 

GROW REVENUE

Identify productive revenue streams

Establish fee valuation policy to drive pricing decisions

Optimize compensation arrangements with performance objectives and constructive discussion

Activate core value marketing strategy, branding and rebranding across all channels

 

ENRICH THE CLIENT EXPERIENCE

Stratify client book to apply a meaningful and manageable level of service for each segment

Implement touchpoints to ensure consistent relationship management

Personalize service at every level for thoughtful and efficient client engagement 

 

IMPROVE EFFICIENCY

Structure or restructure team roles and responsibilities

Orchestrate team expansion – source, hire and acclimate new team members

Improve performance evaluations with individual and collective goals

 

PROMOTE TEAM DEVELOPMENT

Cultivate impactful leadership that permeates throughout the team

Ensure trust and accountability in all team members

Foster a culture of camaraderie to strengthen team internally that projects externally

Balance work and life productively

 

WHY.  A wealth of experience working on and with top caliber teams compels us to share what works best.  Our player-coach approach features broadly tested game changing strategies that empower our clients with successful outcomes for every member of the team.

 

HOW.  We guide our clients to achieve excellence by engaging the whole team - emphasizing collective strategic planning, team member synergy, coordinated implementation and consistent follow up.  Consultations can be arranged to address any objective – business or people oriented – from immediate issues to long term planning with a history of bringing team members and their clients to the next level. 

 

CONTACT    

Tina Monaghan, Practice Strategy Consultant.  551.655.4630.  tinamonaghan@ascensioncg.com.

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