SBMC Consulting.
RIA Consulting Services for small to medium size companies.
Are you always wishing you had more time in the day to get everything you WANT to get done, get done – but can’t?
Do you manage a lean operation and/or team with limited resources and struggle to get those special projects and ideas off the ground and executed? Do you need an extra hand driving key business-building initiatives and imperatives? Do you strive to maintain relevancy in a rapidly changing industry?
Are you interested in any of the following:
• Simplify & streamline!
• Maintain relevancy and stay competitively current!
• Drive revenue & improve margins!
• Increase client acquisition & assets!
• Improve client experience!
• Transform company/team culture & improve employee engagement!
• Minimize attrition & attract new talent!
If you answered "yes" to only one of these questions, I'd like to make my introduction ...
SBMC Consulting is...
Business strategists and cross-functioning financial services practitioners with a specialized history of facilitating and guiding financial service businesses and professionals with improving efficiencies and experiences, growing revenue and assets. and simply put, helping companies and teams do better.
My name is Stacy McGinty. I am a business strategist and cross-functioning financial services thought leader and change agent with a specialized history of facilitating and guiding financial service businesses and professionals with improving efficiencies and experiences, growing revenue and assets, and put more simply, helping companies and teams do better.
I bring over 12 years of experience working with financial services companies, RIA’s, financial advisors, and portfolio managers with identifying growth and refining opportunities across the business spectrum -from client-facing to front office to back office. My background includes years of leading and managing a broad range of projects, transformative initiatives and crafting impactful solutioning and tactical action plans to achieve meaningful results. I hold a B.S. in Organizational Management with a specialization in Financial Management and a certification in Agile Leadership. I employ a solutions-focused, growth-minded mindset with a knack to see the “unobvious.” I’m committed to ensuring all client objectives are met in full and within the agreed upon time frame. My goal is to surpass your expectations and provide unprecedented value.
The Strategic Partner You Need
We are dedicated to helping companies and learns curate comprehensive, robust strategies and execution plans focused on enhancing client experiences and improving efficiencies. Our highly collaborative approach enables us to work side-by-side with you at every step, from initial assessment to implementation. And, we help your team develop the habits and skills they need to support continuous innovation and improvement.
- Client Events – Prospecting events, Client recognition, Employee appreciation/team building, Lunch-n-Learns, Educational/themed events.
- Conferences – Sponsorships, participation plan, basic attendance playbook/toolkit, next steps protocols, COI/referral tracking & follow up plan.
- Business Strategy Planning – Identify business imperatives, outline goals & execution plan including KPl’s and key metrics to effectively measure.
- IT Planning/Sourcing and Integration Partnering – Due diligence & research.
- Culture/Leadership Development & Transformation – Change / Adaptation blueprint.
- Client Experience – Forensic infrastructure analysis / end-to-end workflow assessment & wellness proposal, on-boarding improvements & enhancements, improved efficiencies.
- Practice Management – Advisor best practices (technology usage, time management, prospecting, client segmenting), intern mentoring & training.
- Client Account Management & Segmentation – Pipeline deep dive & benchmarking.
- Marketing & Collateral – Enhancements and/or refresh, brand awareness, campaigns.
- Social Media – Strategy & guidance.
Take Your Business To The Next Level
The financial services industry is experiencing a metamorphosis. Times are changing and rapidly. Maintaining high-quality interactions with clients, is, and will continue to be the most important differentiator for wealth managers.
- Strategic Planning: Having a rock-solid road map is essential to affecting real growth and better efficiencies. Let us help you identify the right business imperatives. goals & execution plans.
- Client Experience: Client experience is impacted from all areas of the company funnel. We can perform a comprehensive assessment to identify the best opportunities for meaningful improvement.
- Project Management: From digitizing forms to streamlining workflows to launching marketing initiatives. We can manage projects of all sizes from ideation to execution.
