Strategic Consulting

Wealth ManagerĀ 

Understand the products, services, and fee models that will help you scale your business.

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Let Us Help You

Define new opportunities to forge deeper client relationships, gain greater efficiencies, and strengthen growth.

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Segment your Clients and Scale your Offerings

Match clients with the right products and service levels and identify profit potential.

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Create Retirement Income Solutions and Decumulation Strategies

Evaluate whether you have the right retirement income products, portfolio construction tools, and services for your investors.

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Identify Whether You Have What It Takes to Attract and Retain Advisors

Cerulli can benchmark your service offering, help you to understand emerging trends in technology adoption, and address gaps in your offerings.

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Identify the True Opportunity of Direct Indexing

Learn more about the latest in wealth tech and what these advancements could mean for your business.

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Thought Leadership

Explore Our Perspectives

We cover the most important themes impacting the wealth management industry.

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August 2021

Improving Client Experience: Customizing with Direct Indexing

Access this white paper to learn more about direct indexing, key players and assets under management, growth projections, and market adoption.

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June 2022

Taking Control: Exploring Independence

Explore why advisor independence on the rise and the factors that will continue to influence growth

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September 2021

Best Practices for Advisors When Working with Women Investors

Access this white paper to gain actionable insights from successful financial advisors into how practices can work effectively with women investors across three key areas of the client experience.

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Connect With Us

Learn more about how our consulting services can help you.

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