Q: What does Beacon Strategies do?
We started our firm with one goal – to be the bridge between wealth management firms and solution providers. No matter how much the industry changes, that aim, and our mission, will not.
Q: Why should we work with Beacon Strategies?
We coach our clients through disruptive times, aligning business strategy and vision with the process, people, and technology needed to deliver on client expectations.
We like to say we keep our feet in the dirt and our heads in the clouds. Our people have decades of successful change experience in wealth management, from both the consumer and supplier side of the wealth tech equation. We understand your current legacy-based problems and what changes will be required to bring your strategic vision to fruition.
Providing useful knowledge to the community is a core value of our mission. Our roundtables use case studies so groups of wealth management and solution provider executives can explore emerging solutions to critical issues, collaborating to identify obstacles and opportunities.
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Get yourself a seat at the table with industry experts. The Beacon Roundtables are an opportunity to meet with enterprise wealth firm leaders, marketplace solution providers, and other prominent industry experts for in-depth case-study driven discussions and enlightening conversations.
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Consulting & Services
Beacon Strategies’ expert team supplies consulting services that address your organization’s unique needs. From strategy and roadmap design to operational excellence and marketplace knowledge, our thoughtful consulting can make your firm more profitable and productive. The Beacon team also has a sophisticated vendor management service that helps firms exceed their regulatory obligations when it comes to vendor due diligence. Let us transform your vendors into true partners.
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Our unique place in the wealth management community allows us to help track marketplace trends. Additionally, we work with numerous firms to enable their satisfaction and complete benchmarking study demands.