Success Consulting
Charting your course toward a rewarding future
The challenges for independent 401k advisors are increasing as the industry continues its rapid consolidation. You are now facing fee compression, regulatory changes, rapidly evolving technology, and stronger competition. It is hard to keep up and be profitable.
The question is – how do you alter course to maximize the value and satisfaction of the work you do?
Are these questions on your mind?
Am I evolving my business to meet new challenges?
Am I aligned with the right strategic partners?
Am I missing revenue opportunities?
Am I focusing my time where I add the most value?
How can I scale my business?
Is my succession plan and exit strategy clear?
How do I maximize the ultimate selling value of my business?
Am I on the right path?
Blue Ocean Success Consulting
Many advisors simply don’t know what solutions and opportunities are out there or how to go about assessing their options, so they don’t take strategic action. That’s why they come to Blue Ocean Strategies.
Blue Ocean Success Consulting is focused on helping you gain clarity on your essential challenges and choices, and then guiding you toward the business and personal success you seek.
“Fred has consistently stayed in touch and provided great direction to me over the years. He has a terrific handle on the 401k advisory market and always provides useful information to help me build my advisory practice.”
You can count on our discrete discovery process and industry acumen to help you determine:
Highest value use of your limited time and how to capture more of it
Optimal alignment of resources to support clients and business growth
Strategic paths to your long-term financial and personal success