Consulting Matrix
Seal Cove Financial has designed a consulting services matrix to provide a range of options for consideration in the development of a strategic plan for each money management firm. For each stage of the money management firm's life cycle, from emerging to established manager, there will be different goals and services to create and implement. Seal Cove can help at each stage of growth, developing integrated plans to address marketing and strategic client services, optimal administrative infrastructure, succession and other long term goals. With a clear, long range plan in place, each money management firm can reach its full potential, confident that all the energies of the firm are directed towards success.
| Life Cycle of the Money Manager | Emerging Firms | Established Firms | Maturing Firms |
|---|---|---|---|
| Investment Firm | Mission/Vision Goal Setting Policy Development |
Essence of the Firm Branding Reputation |
Succession and/or Exit Strategies Mergers or Acquisitions Affiliations |
| Investment Strategy | Research Portfolio Process New Product Intro Positioning Modeling |
Investment Process Competitive Analysis Performance Reporting |
In-Depth Investment Analysis Customized strategies |
| Business Development | Target Clients Develop Message Create Collateral Lead Generation |
Follow up Process Product Extension Mentoring Training |
RFP's & Finals Templates Strategic Relationships Webinars, Social Media |
| Client Retention | Personal Meetings Quarterly reports |
Group Seminars Client Conferences |
Client Transition, Golf |
| Communications | Web Site Marketing Material Quarterly updates |
Newsletter White Papers Regional PR |
Special Target Reports Published papers Press releases |