Anderson Consulting - 2018 Orphan Accounts, Next Gen Operating Model

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
NEW
ORPHAN
ACCOUNTS
OPERATING
MODEL
*
CREATE
MARKET
FOR
ORPHAN
ACCOUNTS
*
GIVE
CLIENT
ENGAGEMENT
CHOICE
*
INTRODUCE
CLEINT
TRANSITION
OPERATING
MODEL
*
LEVERAGE
MODIFIED
BIONIC
PLATFORM