Services

Our purpose is clear: To assist you in meeting your business goals by deploying the disciplines that lead to financial success.

Strategic Consulting & Coaching
Strategies that address the desire for purposeful action and growth: Global practice planning; selecting alliances & affiliations, building an ensemble practice, business continuation & exit strategies.

Tactical Consulting
Project Development & Execution Management: Starting with the right priorities and responding with an appropriate sense of urgency are keys to meeting and exceeding expectations; ultimately delighting your clients.

Competitive Intelligence
SMA is currently conducting a Practice Leaders Benchmark Study of the top industry firms - the summary of which will be published later this year. We will be expanding this study to include public participation soon.

Marketing Strategies
Design Cultivation & Retention Programs, Public Relations & Ghost Writing, E-Newsletters, and more. Marketing should be managed, and represent at least 3-5% of your total annual budget.

Hiring & Staffing
People are one of the most effective ways of improving your results. We help assess HR needs, recruiting, screening, placement, contracting, and performance measures.

Technology
"Information Technology has never played a more critical role" - Greg Maciag, Acord. Carriers want to reconnect with field advisors. But, Independent Brokers, Agents, and Advisors need to be ready to take advantage of the straight-through business strategies of today.

The Details...

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