Woman-Owned Impact Wealth Advisory Firm
PROVIDING FULL-SCALE SUPPORT
This firm was seeking strategic business development strategy and execution support. In addition, the team was launching its first registered and liquid product structure, which it was seeking to integrate into its business and sales pipeline.
TERM OF ENGAGEMENT
Strategic Consulting, New Product Launch Support, Content Development, Thought Leadership Team Engagement, Website Expansion Consultation, Product Collateral Direction, Product Structure Consultation, CRM Establishment and Pipeline Reporting Framework