Invent Elite Wealth Management Consulting Experts
The Invent Elite Consulting Framework
The Invent Elite is a group of best-in-breed consultants, analysts, and technologists with decades of domain expertise in the independent wealth management industry. We are available to help organizations think through the best path to profitability, productivity, and growth – from strategy development, technology implementation, project management, go-to-market strategies, along with ongoing marketing support – to meet your business needs and secure the future of your business.
- Strategy development
- Industry benchmarking research
- Advisor growth / productivity opportunities
- Technology deployment – upgrade, replace, introduce new
- Product development
- Executive leadership development
- Project planning
- Resource allocation / budget determination
- Product development and management
- Staffing
- Go to Market strategy development and implementation
- Marketing communications development
- Employee and advisor training
- Sales training
- Branding and Lead generation
- Thought leadership, Digital campaigns, PR, Advertising, Sponsorships, Events, and more
Invent Elite Consultants
Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting, LLC, specializes in advising financial services firms on innovative business strategies, distinctive marketing programs and impactful advocacy initiatives around diversity, financial literacy, and next gen talent.
Conduct Client and Prospect Focus Groups
- Work with firm to create list of questions to be asked to firm’s desired audience.
- Roll up all feedback into one summary document organized by themes and present it to firm’s executive leadership team.
Assist in Positioning and Messaging of Firm’s offerings
- Creation of a Key Positioning and Messaging Document that will act as a foundation for marketing and PR efforts.
- The Who, What, Where, When, and Why about the offering.
- Review website and messaging materials to inform on future messaging.
Public Relations
- Oversee the creation of a dedicated PR strategy focused on the financial advisor and wealth management ecosystem including:
- Press release creation
- Establish key media targets
- Set up a media road show and
- manage ongoing relationships.
Thought Leadership & Content Development
- Establish educational content themes/areas of expertise for future content and thought leadership
- Note: I do not write the content; I can connect with writers who specialize in financial content writing if needed.
Media and Event Strategy
- Recommendations and negotiation on paid media opportunities
- Recommendations and negotiations on paid event sponsorship opportunities
- Pitch key leaders as speakers at identified in-person events
Marketing Operations
- Assist in the creation of a marketing/media/thought leadership budget
Marketing strategy, content development and public relations advice, guidance and implementation from industry veteran, Timothy Welsh, CFP®. With over 25 years experience in the wealth management industry, Nexus Strategy is uniquely positioned to provide end-to-end advice, consulting and guidance.
Go-to-Market Strategy Development and Execution
- Target market identification, analysis, sizing, competitive landscape
- Marketing Messaging development
- Distribution partner identification and development
- Communication channel optimization – 12-month marketing calendar development
- Lead generation strategies and campaigns
Public Relations
- Strategy development
- Media relations
- Press release development and pitching
- Bylines / Op-ed article development and placement
Thought Leadership
- Content strategy
- Industry research
- White papers, issue briefs, case studies development
Conference Strategy and Support
- Target event identification and participation level recommendations
- Onsite support, introductions, and networking
Executive Support
- C-suite meeting facilitation
- Making people famous
Marc Butler is the founder and CEO of Marc Butler Consulting and Wealth Management GPT. He previously held leadership roles with firms including Albridge, BNY Mellon|Pershing, and Skience. He currently serves on the board of directors of Future Capital and SIGNiX. Marc is passionate about leading people, driving strategy + execution, building solutions that solve unmet user needs, and delivering great client experiences.
Fractional C-Suite Roles
- COO
- CTO
- CPO
- CRO
AdvisorTech Strategy + Execution
- Market Analysis
- Build vs. Buy
- Product Market Fit
- RFI/RFP Management + Partner Selection
- Vendor Management
- Product Roadmap
RIA Executive Engine
- Capability Maturity Assessment Tool
- Develop Strategy + Execution Plan
- Implement + Embed
Clearing and Custody Provider Review
- Market Analysis
- RFI/RFP Management + Partner Selection
- Contract Negotiation
- Vendor Management
- Multi-Custodial Review
Private Equity/Venture Capital Services
- Creation of TAM, SAM, SWOT, and market analysis
- Target Firm Due Diligence
- Strategic Framework Development
Fusion Financial Partners offers strategic and tactical execution services to the U.S. Wealth Management marketplace including vision & strategy development, revenue growth solutions, pricing & compensation, tuck-in roadmap and execution, succession planning, processes and technology and providing a roadmap for advisors to successfully launch as a new entrant RIA business. Our clients range from breakaway advisors, national enterprise-grade RIAs, regional RIAs, asset managers, private equity investors, multi-family offices, family offices and insurance organizations. We deliver on expert advice, and bespoke solutions with a team of skilled wealth management executives who leverage decades of experience to support transformative change and empower your business.
Fusion Academy
Masterclass education. Fusion Advisor Academy is a membership community of experts, advisors and business owners that convene to share their knowledge, experience, and challenges.
- Enterprise value modeling
- Pro-forma P&L creation and forecasting
- Landscape of independence education
- Talent alignment
- Insurance and risk management
- Study of RIA considerations
RIA Master Builder and Launch Solutions
- Executive-level advice and architects for building enterprise grade platforms for single team RIA firms.
- Fusion acts as COO in assisting and educating firm executives and advisors on making critical key decisions on the journey to independence.
- Strategic planning services to modernize existing RIA firms, broker-dealers, insurance organizations, or national enterprises.
Fusion BlackOps
- A specialized, “covert” program for wirehouse or W2 advisors seeking change.
- Fusion acts as project educator, chief architect, “flight deck control” services to manage your transition from point A to RIA
- Overseeing the implementation of other consultants, custodians, and vendors, integrating multiple workstreams into a cohesive plan.
Growth and Optimization
- Fusion serves as out-sourced chief growth officer delivering strategic guidance on optimal operating environment.
- Development and execution of corporate governance.
- Creating winning strategies for in-organic growth initiatives (recruiting), and organic growth to achieve operational scale.
- Vision/strategy creation, leadership training, technology selection and integration, and adding insurance/estate planning solutions to wealth management services.
Capital and Monetization
- Helping advisors navigate the waterfront of capital and monetization options.
- Special planning sessions are offered to build strategic business plans.
- Expert guidance on preparing for engaging PE, consolidators, non-traditional lenders, minority, or majority investors.
