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Practice Management solutions for

growth-minded advisory firms

Imagine you had the insights to make the right choices...

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A Bigger Future

Your unique vision, the right-fit strategy, and accountable results.

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Organizational Design

Building an extraordinary culture, team and operational excellence.

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Growth & Prosperity

Continually increase your enjoyment, profitability and valuation.

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Equity & Succession

Confidence in succession, acquisition, and liquidity event planning.

Current articles

NO REGRETS

second generation advisory firm hires its first COO.

Here's why and how.

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PARTNER UP

Three advisors tell us how they’ve built their client experience and how industry partners can do the same.

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ADVISOR INSIGHTS

Committing to a process and working with a team of like-minded people creates a calming confidence. 

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Before you finalize that next big decision, or embark on a new and important initiative, let’s talk.  Strategy & Resources, LLC, can provide the knowledge, data and tools you need to move forward with confidence.  We'd be happy to share our initial thoughts over coffee or a conference line.

To email or contact us directly:

 

Marty Miller, Partner
mmiller@strategyresources.com

937.938.8408

 

Kelly Gregg, Practice Management Specialist

kgregg@strategyresources.com 

937.938.8408