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Strategy Basecamp

 

Our principals and consultants have managed more than 100 strategy, operations, technology, compliance, and business development projects over the past 25 years.  We have deep expertise in the independent financial services industry.  We serve national independent BD/IAs and independent financial advisory practices.

We can help you leverage technology to reduce the increasing burden of  government regulation.

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project management experience You Can Trust

it consulting

 

We have implemented or assessed a majority of the technology tools in the independent financial services industry.  We are adept at IT strategy, vendor selection, and integration of systems. 

business planning

 
We help financial services firms solve their most challenging strategic business issues through critical thinking, rigorous project management, and/or the savvy use of practical technologies.

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   Strategy Basecamp is a consulting firm focused exclusively

   in the financial services industry.  We partner with 

   executives and managers to facilitate effective business

   planning and help you competitively leverage technology

   for profitable growth.

 


    BD / RIA:  BUSINESS PLANNING | PROJECT MANAGEMENT | TECHNOLOGY CONSULTING

                                      FINANCIAL ADVISOR PRACTICE CONSULTING