Success Consulting for Leading Retirement Plan Advisors
Build scale, profitability and value of your business
Focus on where you create value
Explore new strategic paths and partners
Create a plan for your long-term success
The Industry is Changing
The retirement plan advisor industry is consolidating rapidly, with most plans now served by fewer, larger firms offering a holistic client service model at scale. For advisors with small firms, what led to your success in the past likely won’t lead to growth in the future.
What do you do next? Take charge of your future. Be clear on your long-term goals and honest about your challenges. Explore opportunities to optimize your value. Leverage needed resources so you can focus your energy and time on what matters most.
Is this you?
I want to increase the revenue, profitability and market value of my business.
I want to enjoy life, my job, and the people I work with.
I want more time back in my day and a lot fewer operational headaches.
I want a business succession and exit strategy that will be smooth and rewarding.
You’re not alone
Many successful advisors are stuck in business models that are no longer ideal. Long-term success requires taking a hard look at your organizational structure, how you personally create value, and where you actually spend your time. That’s what Blue Ocean Success Consulting is all about.
“Most advisors have no idea of the true value of their business.”
~ Fred Greenstein, CEO, Blue Ocean Strategies
“Blue Oceans Strategies was key in helping me understand the merger landscape and best firms to sell/merge my practice. Fred’s knowledge of the 401k industry and honesty to both parties helped me negotiate a transaction that was favorable to me and the firm I joined.”
Invest Two Hours to Clarify Your Future
Our consulting is always free to advisors and always confidential.
We meet for 30 minutes by phone to learn about your background, your business model, current strategic partners, and long-term goals.
You’ll receive an independent written analysis with macro industry perspective, frank feedback regarding your business model, and recommendations on any compelling solutions or new strategic partners to explore.
We’ll meet again on Zoom to discuss the feedback, opportunities identified, and agree on any follow-up steps.
When we’re done, you will have…
A clearer understanding of the potential market value of your business.
Greater awareness of industry dynamics impacting your business model, future profitability and long-term selling value.
Organizational changes, solutions or opportunities to consider now.
