STRATEGIC ADVISORY CONSULTING GROUP

Our IM&T, Wealth Management, and Brokerage Performance Assessment provides detailed comparative data and analysis about profitability, growth, sales, team productivity, and spending. We focus on what matters most: the essential data you need for evaluating your firm's performance, for making decisions, and for communicating with stakeholders. The assessment gives you access to aggregate KPIs and trend data for 100+ bank wealth managers and trust companies nationwide, from small firms to large, national brands... Throughout the process, we collaborate with you to ensure that your organization is attuned to customers, aligned with your vision, and agile in navigating change... The Bielan Group is a trusted force in the wealth management industry, equipped with vast experience and resources to aid firms in making informed decisions and enhance business performance. Recognizing the need for collaborative solutions in today's intricate business landscape, we have formed partnerships with..