Time to Review Your Go-to-Market Model?
At this point, most firms have completed their financial plan for the new year. As financial plans take root, these three areas of strategic inquiry will inform leaders about the n
California Direct Trust Act Survey Report
In November 2023, California became the 17th state to enact a version of the Uniform Directed Trust Act. In anticipation of the Act becoming law, Strategic Advisory Consulting Grou
It’s not about you. It’s about them.
In 1973, management guru, Peter Drucker wrote that the purpose of a business is “to create a customer”. Said another way, no matter what business you are in, you work for a cus
Navigating the leadership rip currents of change
While navigating a rough, foggy ocean, a battleship’s radar suddenly indicates an object directly in its path. The ship’s captain sends a radio signal saying, “We are on a co
Developing Agility as an Organizational Competency
“The only person who likes change is a baby with a wet diaper.” — Mark Twain Twain may be right. Yet, navigating change is essential for effective leadership. Every leader ha
Stepping back to look ahead: 2024 business plan pre-work
Most organizations begin their business planning work for the new year in the fourth quarter. Leaders hunker down to analyze year-to-date financial performance, define growth expec
Wealth Management Go-to-Market Model Issues: Ineffective Client Discovery
In financial services, a firm’s business model is the way the company goes to market. Business model and strategy are not synonymous. The business model is how strategy is operat
How to Know It’s Time to Change
Albert Einstein said, “’The measure of intelligence is the ability to change.” What he didn’t elaborate on is knowing when it’s time to change. In the business world, lea
Has your business model exceeded its shelf life?
“Within five years, if you’re in the same business you are in now, you’re going to be out of business.” — Peter Drucker Imagine New Year’s Eve 2024. While you’re gett