Expertise What We’re Good At Increasing sales by enhancing collaboration between wealth management departments. Optimizing sales from all distribution channels. Improving retention by building high-profile internal career paths. Increasing top line revenue and decreasing operating costs. Enhancing alignment between products and distribution strategies. Broadening product offerings (Investments, Defined Benefit and Contribution, Protection —and Transfer products, as well as Property & Casualty Insurance). Third-party, provider, and vendor assessment/due diligence. Risk management and compliance assessment. Business process optimization.