BUSINESS SERVICES

The Business Services team proactively engages with our financial advisors and their teams, to identify and incorporate effective growth initiatives, practice acquisition and succession planning strategies, introduce resources to navigate industry trends and adopt best practices, to assist with escalations and remove operational hurdles.

 

AT-A-GLANCE

  • Business Consulting
    Succession Planning
    Practice Evaluation
    Growth Strategies

     

  • Operational Support
    Escalation Assistance
    Implementation Strategies

  • Marketing Consulting
    Marketing On-Demand 
    Third-Party Marketing Resources

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Jen Isaacs

Director of HR &
Business Services

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Sarah Pochedly

Business Services
Associate

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Kate Sweetman

Transitions Manager / Business Services

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Zachary Chubbuck

Business Services
Associate

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Benjamin Engram

Senior Relationship

Manager

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Bob Murphy

Business Services
Associate

Brian Bunker

Practice Management Consultant