Services Overview

Because we deploy a dynamic approach to our client services process, no two client engagements are ever the same. Our holistic Discovery process systematically enables us to evaluate where a firm is excelling, where they are performing at an average level, and where they are struggling. Based on those three categories, we can deploy our Engagement phase with a surgical precision that enables us to help our clients achieve the most strategic and valuable results.

PDG Client Services Pathway 9-22-23-01

Leadership

Effective leadership is the single most influential aspect of a firm’s health and is foundational to every dimension of the business. We work closely with the leader(s) to help them lead effectively, transform their leadership approach, and position them for success.

Strategy & Execution

We work with leader(s) to develop an effective strategic plan that is relevant to the firm; then equally as important, we assist with the systematic implementation of the strategy, with clear timelines, milestones, and benchmarks.

Team & Culture

We help our clients align their team around the vision and strategy of the firm. The strength of the team and the health of culture are two of the most important contributing factors, that will dictate how much progress and potential a firm can achieve.

Client Services & Experience

We have developed a systematic process to help create and execute first-class client services, in a sustainable and engaging manner. This leads to an exceptional client experience that organically fosters retention and increased referral activity.

Growth & Brand

We have a proven approach to help firms develop a strategy and a process that leads to consistent results and prospective clients. Additionally, we help clients develop consistent integrated brands, that speak to the essence of who they are and represent their firms effectively. Strong compelling brands go way beyond cosmetic elements such as logos and color schemes.

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Our work with Provincial Development Group allowed us to gain enormous focus and clarity in our firm. Their ability to lead us in creating Mission and Vision Statements, along with stated Core Values, created a lens through which we can view all of our work with our clients (advisors). The projects that our team worked on with them were essential in defining and refining critical roles and processes.