Our Approach

We know that seeking change can be daunting

 Whether you are seeking to gain full control over your business, increase your business' profitability, find the best-fit back-office solution , or maximize the value of your business, Revive is here to help.

Our process is grounded in growing your business and being your personal advocate.  As a placement agent and advisor recruiter, we work with clients of varying backgrounds and independence models, including Independent Broker Dealers (IBDs), Registered Investment Advisors (RIAs), Hybrid RIAs, financial firms, and independent businesses. Revive Consulting+ takes a personal, consultative approach to understand your business and affiliation model and provide you with the best back office solutions for your journey. 

Take a look below to understand our 3-tiered approach to whatever solution you may be seeking. 

Educate

First and foremost, we take the time to get to know you and your business. Through a series of workshops and discussions, we spend a lot of time digging deep into client accounts, asking questions, and learning more about your business model, goals, and values. 

With our business acumen, we complete a thorough analysis of your business composition, including client demographics, investment strategy, and performa. 

We also take this time to better acclimate you with the ecosystem of the industry, the various affiliation models, and other necessary information and context before moving forward.
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Prepare

After laying the groundwork, we refine your goals and begin aligning our professional team to best prepare you for your solution. After looking at a number of considerations, we focus specifically on the areas that tailor to your needs and situation.

Culture sits at the top of our priority list when preparing you for a solution. We take the time to outline various criteria including ethics, values, network, and many more. 

We analyze your economic and liquidity situation so that we can position you for the most feasible path for your business.

We develop a plan to prepare your operations for a smooth transition, with strategies that may include an exit strategy, a business model optimization strategy, growth strategy, and more.

Our top to bottom assessment of your technology and integration systems prepares us to better optimize your technology usage.

We guide you through the development of your brand strategy, including brand guidelines and best practices, that will ultimately result in strong, clear, and concise branding. 

We coordinate a compliance program by connecting you with the best people and resources to fine tune your compliance strategy. From facilitating legal negotiations to creating unique due diligence templates, we are there to guide you through the complexities of compliance. 

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Implement

We work hand-in-hand with technology experts, lawyers, and transition/compliance consultants to implement change for your and your practice. In the end, we will implement deliverables specific to your end goal. These include, but are not limited to:

  • External communication strategy
  • Technology mapping
  • Facilitation of asset movement
  • Compliance plan, with collaboration of compliance operations consultant
  • Data conversion
  • Marketing Plan, Website Design, and other marketing-related action items
  • On-site negotiation support

We never leave you empty handed. At the end of our work together, Revive Consulting+ makes sure that you have the necessary tools and business management fundamentals to continue on your journey of growth and progress.

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Are you ready to make an impact?

Schedule a call to learn how we can help.
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