Anderson Consulting - EXECUTIVE STRATEGIC INITIATIVE SCORECARD

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Anderson Consulting - EXECUTIVE STRATEGIC INITIATIVE SCORECARD

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

• P&L IMPACT
• ADVISOR SATISFACTION
• EMPLOYEE SATISFACTION
• SERVICE LEVELS
• DELIVERY STATUS

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Anderson Consulting - EXECUTIVE STRATEGIC INITIATIVE SCORECARD

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 • P&L IMPACT • ADVISOR SATISFACTION • EMPLOYEE SATISFACTION • SERVICE LEVELS • DELIVERY STATUS