Founder & CEO of Ezra Group
Strategy Consultant in Wealth Management & Industry Thought Leader
How can Ezra Group help? Ezra Group is a strategy consultancy that delivers innovative advice to firms in the #fintech and #wealthtech spaces. Our clients are some of the largest vendors of wealth management products and services as well as their clients including banks, broker-dealers, asset managers and RIAs.
Co-Founder of All About It Consulting
CRM power user. Financial industry veteran. Junxure CRM expert.
How can Erin help? Erin is a Consultant that has mastered how to adopt CRM technology through process & accountability. As a previous Junxure CRM expert, trainer and RIA executive herself, she saves advisors time & money while helping them understand value of the tech.
Founder of Jennifer Goldman Consulting
Business Transformation Consultant | Process Designer
How can Jennifer Goldman Consulting help? Jen is a Business Management expert who empowers professional service firms to drive client growth, optimize resources and have a clear business plan & processes. The firms that benefit the most from working with Jen are those seeking assistance in strategic business planning, successful implementation of business initiatives, developing staff, improving the culture, while increasing the client base and profitability.
Founder of Balanced Rock Solutions
Salesforce CRM Strategist & Solutions Builder
How can Balanced Rock Solutions help? BRS is hired to build & optimize Salesforce CRM, increasing operational efficiency, improving client service and ultimately gaining actionable insights from your company data. Working directly with your team, they analyze your overall processes and data flows to create a tailored Salesforce strategy. After a complete analysis, we will help you put a plan into action that maximizes output, ease of use and productivity.
President, Wealth Consulting Partners, LLC
Designing and executing a blueprint for your firm’s future tech state
How can Wealth Consulting Partners, LLC help? WCP helps wealth managers (banks, RIAs, broker dealers) design and execute profitable revenue growth strategies based on enhancing client and internal associate experiences and leveraging modern, integrated technology, professional development and process re-engineering.
Chief Implementer at The Strategic Implementer
Strategic Planning & Hiring Assistance for Financial Advisors
How can The Strategic Implementer help? We work with great financial advisory firms to clarify their vision and create an achievable path to that vision. We do this through strategy, implementation and accountability, including hiring assistance within the Wealth Management space.
Written by Kristen Schmidt, Founder of RIA Oasis
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