Optimize profit margin and pricing model for a broker dealer

Challenge:

As technology costs increase and profit margins compress, a Broker Dealer needed options to increase revenue and reduce expenses.

How we helped

Listened to business owners to understand their goals, and agree on desired outcomes from the engagement

Conducted interviews with key leaders to fully understand this client’s specific business model, growth strategy, operational objectives, recruiting and retention strategies

Employed trusted practices and deep subject matter expertise to identify opportunities to optimize strategic partner relationships which our client used successfully to increase operating efficiency

Analyzed past and current volumes and other key metrics to advise on setting goals for future growth