Business Consulting

Even if your business is successful, it is always beneficial to review your current and ideal future states.  There are many topics to consider including your one, three and five year business plans, how other similar firms are operating, your target client and core competency, your growth rate and rate of attrition, reasons for growth and attrition, ownership structure and succession planning, retention of key employees, employee compensation, allocation of resources, etc.  jHeleen Consulting will work with you to assess your firm, create customized reports and business plans and guide you through these themes.

Transition Support

With any conversion, careful planning, extensive organization and the minimization of end-client impact are the keys to success and separate a great transition from a mediocre one.  Whether you are converting your entire existing business, acquiring a new advisor or adding a strategic family, jHeleen Consulting can help make the experience as seamless as possible.  From Project Management, to paperwork, to on-site support and training, we would provide our expertise and will work with you to develop a customized support model.                    

Operations Optimization

Superior client service is important to any firm [just ask anyone who has had to answer a call from an irate end-client that did not receive their expected distribution] but can also be expensive and time consuming.  Often, best practices, revised workflows and technology can improve efficiency and reduce the non-value add activities.  These changes directly result in diminishing errors and allow your staff to spend additional time on more interesting and productive undertakings.  jHeleen Consulting will review your current workflows, work with your operations staff, vendors and your custodian(s) to streamline your processes and procedures.

Project Management

Many firms do not have the dedicated resources focused solely on Project Management and as a result, the implementation of key strategic initiatives becomes someone’s second job to be completed after hours.  Without dedicated resources, the project often loses focus and ends up costing additional time and money to compete.  jHeleen Consulting can provide a customized project plan, project tracking and reporting, periodic conference calls, and work with you and your stakeholders to complete your project in a timely and cost effective manner.