Back to Consulting ProgramFrom diagnosis
Silver
From diagnosis
to a clear action plan.
The Silver engagement builds on your diagnostic with a focused 2-hour deep dive, a written action plan, and introductions to the right technology partners — so you leave with a clear path forward.
What's included
Four deliverables for $1,000.
- Everything in Bronze — Wealth Firm Health Diagnostic Tool™ and 30-minute debrief
- 2-hour deep dive session focused on the highest-priority areas of opportunity identified in your diagnostic
- Targeted action plan deliverable — a written roadmap you can act on immediately
- Curated introductions to vetted technology partners aligned to your specific needs
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 build your action plan?
Complete the assessment access form and a Managing Partner will reach out to schedule your engagement.
Take the Assessment