AUM-IQ
IQ Services
Growth Consulting
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What's your plan to ensure that your future is bigger than your past?
What are its focal strategies and why?
How are you innovating?
We examine the strength, dimension, and viability of your growth strategy.
Our primary and most impactful service, Growth Consulting comprises:
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Discovery: focused dialogues that identify opportunities for team and AUM growth.
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Analysis: assessment of existing practices and platforms; allocation of time and resources; and prospective outcomes of existing growth plans.
- Action: planning and activating a strategy designed to achieve specific, measurable growth.
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Our Growth Consulting brings perspective, insight, and actionable solutions to achieving mission-critical goals.
Business Development
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We identify and implement business development opportunities for firm leaders and advisors.
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For firm leaders, our strategies harness the power of thought-leadership, partnerships, and successful M&A integration. We position and guide managers to attract top talent, retain outstanding performers, and mentor high-potential producers.
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We partner with advisors to map-out specific AUM growth plans, streamline processes, and sharpen skills that increase production. Through on-going performance management coaching we keep leaders, managers, and advisors focused on high-return activities.
Brand Marketing & Communications
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What makes your brand stand out amid competitors? And how is your story told and broadcast? As thought-partners, strategists, creators, and communicators, we:
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identify, sharpen, and articulate compelling value propositions
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craft and re-position narratives to connect with new audiences
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produce thought-leadership platforms
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develop and disseminate omnichannel content targeting key audiences.
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Our work brings perspective on the brand and activates its potential to build both reputation and revenue.
Recruitment Strategy
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Most managers are well practiced in the mechanics of recruitment.
We can help there if needed, but what's more game-changing is what we do systemically.
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We focus on recruitment strategy and how it functions as part of the firm’s larger ecosystem and long-term vision.
We diagnose and develop opportunities to position the firm, improve its platforms, and promote the firm’s culture experientially.
Our strategy is designed to operate at an enterprise level that cultivates the full life cycle of a top candidate - from recruitment to production to long term retention.
Leadership Performance
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We provide insight and expertise to develop talent at high performing organizations.
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We design and implement diagnostic assessments that provide clear and credible, data-based analyses that identify the key dimensions of performance and culture at work in your firm.
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Through our diagnostic instruments as well as stakeholder dialogues, we help firms implement relevant leadership programs that achieve specific, mission-critical objectives, including: leading and managing change; leading and working in teams; performance coaching; developing people; communication skills; emotional Intelligence; developing workplace culture; and several specialized areas that improve daily process and outcomes.