PMFA Retirement at a Glance
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Our institutional investment team serves as trusted advisors to organizations of all sizes and retirement plans, providing services like investment policy development, investment menu design and review, vendor management assistance, and participant education strategies. We take a holistic, independent approach to help plan sponsors meet their fiduciary responsibilities and allow participants to achieve retirement success. Susan Shoemaker and Dori Drayton are contacts who focus on supporting retirement plans with the participants' best interests in mind.
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The document describes the services and benefits offered by The Prosperity Consulting Group to financial advisors. It outlines individualized marketing support, advanced technology solutions, and a competitive compensation package. Advisors gain greater support and flexibility while focusing on their clients through services like financial planning, 401k analysis, and estate planning support teams. The goal is to help advisors protect and maximize their practice value, have a sound succession plan, and achieve work-life balance as a fiduciary for clients.Bws Pitchbook
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Belleair Wealth Strategies provides financial planning and investment management services. They use a team-based approach to understand clients' goals and design customized solutions. As part of Raymond James, they have access to extensive resources like research, asset management, and specialists in areas like retirement and business planning. Their process involves understanding the client, designing a plan, implementing it, and ongoing management. They aim to help clients achieve their goals through a commitment to the client's interests and the discipline of their process.HTC Brochure
HTC BrochureChris Montesinos, AICP CME
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HomeTown Consultants provides professional consulting services to public housing authorities, redevelopment authorities, and local governments for their affordable housing activities. They offer services in strategic planning and implementation, grant writing and administration, program management and assessment, development implementation, and regulatory compliance monitoring. Clients can select specific services tailored to their needs and goals in a cost-effective manner. HomeTown Consultants aims to help clients modernize policies and procedures, plan for the future, and achieve their organizational goals.Retaining your Best Talent; High Potentials and Succession Planning
Retaining your Best Talent; High Potentials and Succession PlanningGerardo Macias
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This document discusses retaining top talent and succession planning. It begins by explaining why retention strategies are important for minimizing costs, building a strong talent pipeline, and increasing productivity and morale. It then discusses succession planning and identifying talent for succession over the career line. The document proposes using tools like the 9 box grid and a 70/20/10 development model to evaluate talent and provide development opportunities. It concludes by listing various leadership consulting services around succession planning, assessment, and organizational development.About Stratos Wealth Partners
About Stratos Wealth PartnersSAndrewHarris
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Our independent financial services firm strives to define our commitment to clients and the community through our actions, and we welcome the opportunity to elevate your financial strategies.Successful Succession Planning
Successful Succession PlanningDave Brookmire
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Create a path of success for the leaders in your organization. Learn best practices for creating a succession planning process to identify, develop and promote the high potential talent in your company.CreativeCap Advisors Firm Overview - Outsourcing Marketing & Investor Relatio...
CreativeCap Advisors Firm Overview - Outsourcing Marketing & Investor Relatio...Tyra Jeffries
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CreativeCap Advisors is a marketing and investor relations consultancy with extensive knowledge and expertise on the investment management industry. The firm works extensively with newly launched funds to more established managers in helping to solidify their market position and attract new capital. The breadth of service offerings is a testament to the firms 360属 approach to marketing and investor relations. It is complimented by a dedicated team who are focused on bringing their clients business to the next level. The firm takes a holistic approach to reviewing each business and generates a cohesive strategy tailored to each specific client. Through our affiliate networks around the world, the firm excels at elevating and positioning each fund in becoming the most attractive to varying types of capital. CreativeCap Advisors at the core is a business designed to assist and integrate with investment management firms by working alongside C-level executives who are seeking to further expand their business.
Contact For More Information: Tyra Jeffries, Founder + CEO | tyra.jeffries@creativecapadvisors.comFinetooth Consulting Firm Brochure
Finetooth Consulting Firm Brochureguest5e24c8
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Finetooth Consulting is a financial advisory firm formed in 2006 that provides transition services, practice management solutions, research and analytics, and succession planning to help financial advisors improve their businesses. They have transitioned over $63 million for clients and gained most new clients through referrals from satisfied past clients. Their team of experienced managing directors offers capabilities like helping advisors transition to new broker-dealers, improving practice management, providing industry research and analysis, and assisting with succession planning.Deloitte Canada - Strategy & Operations - Hot Jobs 
Deloitte Canada - Strategy & Operations - Hot Jobs mike_puls
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Deloitte is a professional services firm that offers consulting services as an integrated part of their business. They work with clients to improve performance, increase shareholder value, and gain competitive advantages by applying knowledge from global experience to solve problems. Deloitte has deep expertise from serving over a third of Fortune 500 companies and hundreds of other clients worldwide. They provide a full range of consulting services distinguished by their customized approach and ability to achieve results for clients.AAG Merger and Acquisition
AAG Merger and AcquisitionAccountants Advisory Group, LLC
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The document discusses how mergers and acquisitions have become common among CPA firms. Accountants Advisory Group offers comprehensive merger and acquisition advisory services to help CPA firms increase revenues, plan for succession, upgrade staff, acquire new specialties, expand geography, and dominate their market. Their services include developing an M&A strategy, facilitating meetings between potential merger partners, assisting with valuations, negotiations, and post-merger transitions.Art of the deal 101: Notes from the Trenches - Entrepreneurship 101
Art of the deal 101: Notes from the Trenches - Entrepreneurship 101MaRS Discovery District
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Its one thing to sell to customersits another to negotiate with business partners, corporate lawyers and investors. In this Entrepreneurship 101 lecture, we discuss the art of the sale in depth and give tips and tricks on how you can succeed when negotiating with various stakeholders.
Key topics covered: Partnerships, corporate agreements and negotiating.2010 Generic Presentation C M + A The Difference In Executive Recruiting
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Corso, Mould + Associates is an executive recruiting firm established in 1992 that specializes in recruiting strategic human capital for its clients. The firm is led by two partners, John Corso and Steven Mould, who have over 75 years of combined experience in business, recruiting, and working with organizations across multiple sectors. The firm prides itself on conducting thorough searches through a rigorous 7-stage process and guarantees placements for one year to ensure exceptional candidate fit and returns on their clients' investment in leadership talent.2010 Generic Presentation C M + A The Difference In Executive Recruiting
2010 Generic Presentation C M + A The Difference In Executive Recruitingthomasnigh
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Corso, Mould + Associates is an executive recruiting firm established in 1992 that specializes in recruiting strategic human capital for its clients. The firm is led by two partners, John Corso and Steven Mould, who have over 75 years of combined experience in business, recruiting, and working with organizations across multiple sectors. The firm prides itself on conducting thorough searches through a rigorous 7-stage process and guarantees its work for one year to ensure exceptional candidate fit and client success.PMFA Retirement at a Glance
- 1. Contact {At a glance.} Dori Drayton dori.drayton@plantemoran.com 616.643.4030 Susan Shoemaker susan.shoemaker@plantemoran.com 248.223.3722 Focus on retirement plans. Trusted advisor support with your best interest in mind. Our institutional investment team serves as trusted advisors to organizations of all size, family business owners, and organizational retirement and benefit-sponsored plans. Our independent, holistic approach is designed to help plan sponsors understand and achieve their fiduciary responsibilities by delivering a retirement plan strategy that allows plan participants to attain success in retirement. Our services include: Recognized, trusted expertise Practice profile Investment policy statement development & adherence Investment menu design & ongoing review Development of a due diligence process Assist with 404(c) compliance Review & discuss plan design opportunities Vendor management assistance Participant education & communication strategy Review & recommendation of qualified default investment alternative Annual comprehensive fee & expense reporting and benchmarking Ongoing fiduciary training, including updates on industry trends on Forbes 2015 list of top 100 wealth management firms across the U.S. on Accounting Todays 2015 list of CPA firm financial advisors #1 #8 #11 18 of 562 firms listed on Financial Advisors 2015 list of nations top registered investment advisors top three finalist for the National Association of Plan Advisors 2016 401(k) Advisor Leadership Award. Susan Shoemaker named one of the National Association of Plan Advisors top women advisors for 2015 consecutive years named to FORTUNE magazines list of 100 Best Companies to Work For 140+investment professionals $12.4 billion in assets under management Form ADV 12/31/15 $15 billion total assets under supervision PLANTE MORAN FINANCIAL ADVISORS