Transitioning Expertise for Wealth Management Firms

TransBridge Consulting provides a flexible, cost effective and prudent
way for growing wealth management firms to assess and position
their businesses for growth.

The Challenge

Growing wealth management firms need to manage day to day operations and service and source clients while planning for growth and/or refining their business models.

Interim Chief Operating Officer for Wealth Management Firms
  • How do you address the changing needs of your firm—operations and technology infrastructure and scalability, client service tools, client support, organizational effectiveness, physical space limitations, vendor management, market presence, branding and marketing materials, M&A opportunities, raising capital?
  • Do you know what your strategic and tactical options are and how to assess them?
  • Do you have the internal resources to plan and execute a growth and transition/transformation strategy?
  • Are you thinking about hiring a Chief Operating Officer to tackle these issues but concerned about the financial and organizational risks and impact of such a hire? Are you unsure what experience and skills are needed near term vs. long term?

© Henry D. Morneault, All Rights Reserved