I am available as a consultant for technology businesses that sell business-to-business solutions to financial professionals and also for financial advisory firms looking to improve the technology they use for their business operations.
Consulting for Technology Providers
If your business sells technology solutions to financial enterprises and professionals, I will help identify and discuss the competitive landscape of alternative providers and explore ways you can differentiate your offering and communicate your value proposition to your target audience.
I also highlight ways your business can effectively market and engage financial professionals through a combination of conference participation, industry partnerships and integrations, third-party sponsorships, online content distribution, and more.
Rates:
Two hours of virtual consulting: $1,500
Full-day on site: $5,000 (Not available until further notice)
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Virtual Consulting for Financial Professionals
You’re a financial professional and you need an expert you can speak with about the overwhelming technology options for your business. You’re probably concerned there might be several vendors or service providers that aren’t on your radar, and you don’t want to miss performing due diligence on vendors that may be a good fit for your firm’s goals.
Connect with me for a simple, to-the-point virtual discussion about what steps you can take to better use existing technology in your practice and identify solutions that can enhance your firm’s efficiency and client experience.
Rate:
$1,500 for two hours (the two hours can be allocated across several calls)
Last updated: March 19, 2021