A “specialty” is defined as an article of unusual or superior design or quality. Aspen Strategies has decades of experience in the areas of Practice Management, Infrastructure Creation, Selection and Development, Business Continuity, Transition Planning and Change Management in the financial services entrepreneurial landscape. Let us help you define the objectives and create purposeful strategies to simplify complexity.
Is your practice is managing you? Are you working to support your overhead? Do you want to work less and accomplish more? Does it seem increasingly more difficult to do the things that give you energy? Being clear on your gifts, your unique abilities, and building an efficient, profitable practice to capitalize on those gifts is critical to you becoming more than who you are and the best that you can be. Aspen Strategies can help you create a process oriented, growing, profitable enterprise.
Infrastructure Creation, Selection & Development
Do you have too many support staff? Should you hire more staff? What type of staff do you need? How do you find them? Why do you have constant turn-over? Aspen Strategies can assist you in creating an infrastructure designed around you, your work style and culture. We can assist in creating job descriptions, compensation packages, assessments, development plans and performance standards. Our proven process provides clarity to identifying, selecting, building and retaining an efficient team.
The financial services industry guides its clients to prepare for the inevitable. Planning for the continuity or succession of your practice involves a process of deciding how and when the management, ownership and/or control of your business and revenues will be transferred to subsequent owners or survivors. It is a process of systematic and deliberate preparation for future to protect your business, clients and, most important, your family. Because so many of us are unprepared for what lies ahead, business continuity is something we simply cannot ignore. Aspen Strategies can help you prepare for what might lie ahead.
Nathaniel Braden said, “The first step toward change is awareness. The second step is acceptance.” We all have choices. We can resist and reject change becoming a victim or accept it and proactively drive the change. Aspen Strategies can help you become aware of necessary change, prioritize the logistics, manage the perceptions and emotions associated with the uncertainty of change and serve as your accountability coach during the process.