Through a series of workshops we help financial advisors understand the landscape and the several components of creating a business, from technology to compliance. To maximize your revenue and profitability, we provide personalized training on pricing models and economics, and take the time to understand your current position and your aspirations for the future. Using this information, we provide a thorough economic analysis to help you get to where you want to be.

Moreover, you can save time by letting us do the due diligence. We also ease your move by providing introductions to custodians, legal, compliance, and technology partners. 

As digital natives, we strongly believe in utilizing technology to drive value. We help you design your tech stack and match you with right-fit suitors for back-office needs and the transition process. We provide you with a blueprint to map out project execution and data conversion, and engage in project management by coordinating plans and paperwork with several legal, compliance, and technology partners. 

At Revive Consulting+, we believe in providing our clients with a plan that sets them up for success. We take the burden off your shoulders, save you time, and cut costs of your launch.