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ANDERSON	
  CONSULTING	
  PROPRIETARY	
  &	
  CONFIDENTIAL	
  
ANDERSON	
  CONSULTING	
  PROPRIETARY	
  &	
  CONFIDENTIAL	
  
“We are a boutique management consulting
firm specializing in the retail financial
advice industry.“
“We offer relevant, simple and trusted help
to materially improve the financial and
operational performance of your firm.”
• Strategic Planning
• Business Analysis
• Strategic Initiative Leadership
• Anderson Think Tank
• Anderson Toolkit Series
WHO	
  WE	
  ARE?	
  
• Jeff Anderson
• 804-229-8397
• jeff.anderson@andersonconsult.net
• Sackets Harbor, NY
ANDERSON	
  CONSULTING	
  PROPRIETARY	
  &	
  CONFIDENTIAL	
  
ANDERSON	
  CONSULTING	
  PROPRIETARY	
  &	
  CONFIDENTIAL	
  

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Anderson Consulting - 2019 Fintech Penetrating RIA Marketplace

  • 1. ANDERSON  CONSULTING  PROPRIETARY  &  CONFIDENTIAL  
  • 2. ANDERSON  CONSULTING  PROPRIETARY  &  CONFIDENTIAL   “We are a boutique management consulting firm specializing in the retail financial advice industry.“ “We offer relevant, simple and trusted help to materially improve the financial and operational performance of your firm.” • Strategic Planning • Business Analysis • Strategic Initiative Leadership • Anderson Think Tank • Anderson Toolkit Series WHO  WE  ARE?   • Jeff Anderson • 804-229-8397 • jeff.anderson@andersonconsult.net • Sackets Harbor, NY
  • 3. ANDERSON  CONSULTING  PROPRIETARY  &  CONFIDENTIAL  
  • 4. ANDERSON  CONSULTING  PROPRIETARY  &  CONFIDENTIAL