Anderson Consulting is a boutique management consulting firm specializing in retail financial advice. They offer strategic planning, business analysis, leadership of strategic initiatives, think tank services, and toolkit series to improve financial and operational performance for clients. The firm is led by Jeff Anderson in Sackets Harbor, New York, where he can be contacted for strategic consulting services.

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
• Holistic Advisor Facing Regional Teams
• Quality Assurance Administrative
Shared Services (Non Advisor Facing)
• Outsourced Administrative Non
Advisor Facing Processes