Sign up for our latest newsletter:Consulting Reports
Beacon Strategies Consulting Group delivers two types of reports, each specific to the broker-dealer:
- The Lighthouse Report examines a broker-dealer’s business from the keel to the crow’s nest and is the core format used for our broker-dealer consulting reports. Our work includes: conducting on-site visits, interviewing field personnel, surveying home and field staff, delineating existing work-flow processes built around existing technology, examining current budgets, building workflow recommendations, introducing “chemistry” partners, building future budgets, determining potential return on investment possibilities, and examining where impact will be seen in the areas of profitability, productivity, oversight and recruiting.
- The NorthStar Reports are individual studies commissioned by broker-dealers to determine particular information sets. Examples have included: front-office portals, specific competitor(s) analysis and intelligence, comparative compliance, data aggregation review, and the creation of business logic based products.
- Contact us for information on how our consulting report services can help your firm.