When engineers design a rocket, the end result is only as good the blueprint. Every detail and specification must be meticulously planned based on solid information to ensure the rocket performs as desired.
The same is true for launching or growing a financial advisory team or RIA. You need a well-designed, actionable growth plan that serves as the foundation for moving forward with conviction. That’s where Ascendi thrives.
The outcome is a vibrant practice that creates momentum and adapts as the industry evolves.
Advisor growth and practice management consulting that enables you to nurture a high-performing firm.
Ascendi helps you optimize your business by uncovering opportunities for scalability, efficiency, human capital and other drivers.
Multi-office RIA focused on UHNW clients
Developed growth plan focused on sales process, pipeline & referral management, case studies and metrics.
RIA mobilizing for national expansion
Enabled the firm with multiple regional offices to launch to RIA with all operational aspects under control (i.e. – legal/regulatory, IT, cybersecurity, custodian, marketing/website, tech stack and insurance).
Insurance advisor expanding into wealth management
Supported launch to RIA with due diligence, tech stack, website and marketing expanding the revenue and AUM growth.
Midwestern RIA focused on regional expansion
Completed 360° assessment of tech and operating models. Implemented workflow and tech recommendations for greater scalability and efficiency.
