Back to Consulting ProgramDeep work.
Gold
Deep work.
Real alignment.
The Gold engagement is built for firms that are ready to move. A full-day working session with your team and ours — covering strategy, training, and implementation — so you leave with momentum, not just a plan.
What's included
A full-day engagement for $3,000.
- Everything in Bronze & Silver — Diagnostic, 30-min debrief, 2-hour deep dive, action plan, and introductions
- 4–6 hour extended deep dive session across your firm's highest-priority technology and operational challenges
- 1 dedicated hour with firm leadership to align on strategy and priorities
- 4 hours of hands-on key personnel training with key vendor implementation support
- 1 hour structured debrief to review outcomes, next steps, and accountability
Explore the full program
Your team
Practitioners who've been in your seat
Patrick SpencerMBA
Managing Partner
Financial Software & Technology
Tim Checko
Managing Partner
Enterprise Advisor Experience
Michael Casciano
Managing Partner
Data Infrastructure & Operations
Jason Hines
Managing Partner
IT Infrastructure & Automation
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Ready to put your team to work?
Complete the assessment access form and a Managing Partner will reach out to schedule your Gold engagement.
Take the Assessment