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