Woman-Owned Impact Wealth Advisory Firm

PROVIDING FULL-SCALE SUPPORT

THEIR "X"

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

12 Months

DELIVERABLES

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

INDUSTRY

Finance

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