Strategic Advisory Consulting Group
“All business operating models have a finite shelf life; they require regular refresh, refinement or replacement. Given the velocity of today’s operating environment, the level of urgency for evaluating and updating a company’s business model is greatly elevated. That’s where SACG comes in. We work with businesses that need to adjust to a rapidly changing environment - organizations in transition, companies revisiting their future state definition, and firms underperforming expectations.”
DAVE COFFARO, Principal
What We Do
We serve clients by helping them define, design and deliver their vision.
Strategic Advisory Consulting Group
Dave Coffaro is a strategic advisor, executive coach, keynote speaker and author. His area of expertise is guiding business and leaders in navigating change. Dave is a trained strategist (Peter F. Drucker School of Management) with deep experience in financial services. He helps clients develop and deploy innovative business operating models that bring their vision to life.
Dave’s broad financial services experience includes strategy consulting and leadership positions in commercial banking and wealth management. His consulting work focuses on banks and registered investment advisory firms. As a practitioner, Dave has served in for-profit and nonprofit leadership positions, including Interim President & CEO of Members Trust Company, Interim CEO of Second Harvest Food Bank of Orange County, Executive Vice President, Chief Fiduciary Officer and Head of Trust & Fiduciary Services at Wells Fargo, and Senior Vice President and Head of Strategy for International Trade Finance at Bank of America. He is co-founder of Atticus, a fintech firm providing individuals and professional advisors easy to use, do-it-yourself tools for fiduciary-based activities. Dave’s corporate board experience includes previous service as a director with Members Trust Company.
Dave’s strategy consulting work began in graduate school, working with a team that developed a turnaround plan for an unprofitable airline. Following graduate school, consulting engagements focused on financial services firms, franchisors and privately held businesses, developing actionable, practical, strategic pathways to greater success.
Dave is committed to enhancing strategic leadership acumen and professional competency in organizations. In the financial services industry, he furthered this mission as Founding Chair of the UC Berkeley Extension Wealth Management Program, served on the American Bankers Association Professional Development Council and through the Trust Management Association. Dave also contributes to professional development through Executive Coaches of Orange County, serving nonprofit executives through one-to-one coaching on a pro-bono basis. He taught strategic management at California State University, Fullerton. Dave served on the boards of directors of Members Trust Company, Rancho Santiago Community College District Foundation, and Second Harvest Foodbank of Orange County.
Dave speaks and writes on topics related to leading change, organization transformation and innovation, and financial services, with articles published in American Management Association Journal, SmartBrief on Leadership, ABA Banking Journal, Financial Executives International, Quality Digest, Psychology Today, and Business Transformation SmartBrief. His books, Leading from Zero: Seven Essential Elements of Earning Relevance and Leading from Where you Are: 7 Themes to Make a Meaningful Impact in Your Work are available on Amazon.
Dave earned a Master of Business Administration degree in Strategic Management from the Peter F. Drucker Graduate School of Management at the Claremont Graduate University, with an undergraduate degree in Organizational Behavior and Business Administration from California State University, Fullerton.
The Bielan Group
The Bielan Group and Strategic Advisory Consulting Group draw on their collective experience to help clients build strong, integrated wealth management organizations. Together they generate a well-defined strategy, then create lasting momentum to change behaviors and processes within a team.
The Bielan Group is a trusted force in the wealth management industry, equipped with vast experience and resources to aid firms in making informed decisions and enhance business performance. Recognizing the need for collaborative solutions in today’s intricate business landscape, we have formed partnerships with subject matter experts, augmenting our ability to deliver world-class service and innovative solutions. Drawing on 35+ years of experience and an extensive network of industry partners, we are proficient in assembling the right team to cater to your firm’s specific needs and objectives, ensuring unparalleled success at every turn.
Industry Data & Analytics
WISE is a boutique analytics and advisory firm founded on the belief that wealth managers and trust companies deserve the type of high-quality data analytics that are common elsewhere.
Our IM&T, Wealth Management, and Brokerage Performance Assessment provides detailed comparative data and analysis about profitability, growth, sales, team productivity, and spending. We focus on what matters most: the essential data you need for evaluating your firm’s performance, for making decisions, and for communicating with stakeholders. The assessment gives you access to aggregate KPIs and trend data for 100+ bank wealth managers and trust companies nationwide, from small firms to large, national brands.
Our goal is to help you make decisions about your business – its risks and opportunities—by bringing a fresh, evidence-based perspective to your decision-making.
Advisor Training & Development
Cannon Financial Institute
Cannon Financial Institute equips people and organizations with practical solutions. With over 60 years of institutional knowledge and each instructor with four decades of real-world experience, Cannon is recognized as a leading training and professional development firm within financial services.
Cannon constructs tailored consulting and blended learning solutions that create immediate and sustainable impact. Their instruction in technical and sales skills is regarded as the industry standard in areas of personal trust, corporate trust, wealth management sales, relationship and practice management, retirement planning, operations, risk management, audit and compliance, and investment management.
Operations & Technology Consulting
Carpenter Operations Group
Chris Carpenter is an industry veteran and executive with a proven record in helping firms improve operations functions, reduce operational costs, and provide a better product for clients. Chris has experience as both a vendor and consumer of operational services. He has worked with small and large firms in a variety of financial service business lines including bank trust and custody, broker/dealers, and RIAs alike.
Chris has architected numerous strategic operational and system solutions, created and implemented operational strategies for organizations, and created new products and services. He also has significant experience in managing transitions as a result of technology and organizational change.
Strategic Advisory Consulting Group
Featured Keynote Topics
Chaos or Comfort in Navigating Change?
Why do some organizations thrive when their operating environment changes while others crumble? How do strategic leaders approach disruptions to their way of doing business?
Managing change is often viewed as an event. Organizations talk about the “New Normal” as a destination. In reality, what we consider “normal times” are never really status quo; our business world is always in motion.
Organizations thrive when they recognize they operate on a continuum of change: Changing customer needs. Changing competition. Changing operating environments. Mastering movement to each stage of a new normal is essential to long term success and bringing an organization’s vision to life.
- Learn what it means to practice Change Leadership
- Understand the Change Guidance approach to leading your team through transition
- See how future state vision informs your path forward to the next new normal
It’s Not About You! Earning and Sustaining Relevance as a Wealth Advisor
Relevance is the pertinence and importance an advisor earns in the financial life of a client. When you are the client’s first call to discuss meaningful topics affecting their financial life, you have earned relevance. The question for advisors and wealth leaders today is: How will we earn and sustain relevance with our clients over tomorrow?
- Learn how to see yourself as clients see you
- Understand the importance of refreshing your client engagement approach
- Learn the importance of agility as an advisor
Leading From Zero
Why do some organizations always seem to be crisp, current and relevant and others appear a little stale? What creates an environment that is continually evolving and engaging to an organization’s team members, customers, and stakeholders?
The Leading from Zero mindset says organizations have no entitlement to team members, customers, or revenue. Leaders must influence their organizations and earn relevance with all stakeholders daily. Employees and customers will only engage with an organization if its mission is relevant, its value proposition is clear and it continually delivers on both the mission and value proposition.
- Learn what it takes for your organization to earn and re-earn relevance daily
- Understand how to practice self-initiated disruption
- Learn how to differentiate your business as a resource development exemplar
Picture the Future to Frame Your Focus Today
How does an organization define its future state? What does it take to move the business from where it is today to where it needs to be tomorrow?
Defining, designing, and delivering your organization’s vision starts with getting a clear picture of your future state then deconstructing each step necessary to bring the vision to life.
- Learn how to create the future state picture for your organization
- Understand how to align priorities and activities with the vision
- Discover what steps you can take today to start framing your company’s future