Anderson Consulting - RETAIL ADVICE SELF FUNDING GROWTH OPERATING MODEL

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Jeff Anderson

Anderson Consulting - RETAIL ADVICE, SELF FUNDING GROWTH OPERATING MODEL

Services

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

The Operating Model Is Modified To Address The Relationship Requirements Of The
Sector. It Is Also Adjusted To Address The Regulatory Requirements Inherent In The
Industry. The Adjustments Do Not Negatively Impact Fiscal Valuation Benefit
To The Brokerage Model.

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Anderson Consulting - RETAIL ADVICE SELF FUNDING GROWTH 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. The Operating Model Is Modified To Address The Relationship Requirements Of The Sector. It Is Also Adjusted To Address The Regulatory Requirements Inherent In The Industry. The Adjustments Do Not Negatively Impact Fiscal Valuation Benefit To The Brokerage Model.

Anderson Consulting - RETAIL ADVICE SELF FUNDING GROWTH OPERATING MODEL

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