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Case study financial advisory

On The Agenda
From: Kvngg T.
Added: 30.03.2021
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February 1, by Julia Chung. Welcome to our very first case study of the year! Our goal with these stories is not so much to pat ourselves on our collective back pat pat , but to give you some tangible, useful actions that you can take into your own business. Samantha has been working as a financial advisor in a rural community for several decades. Throughout most of her career, she worked inside a major financial institution, but a few years ago, she decided to strike out on her own. She loved the freedom that came with this new way of working, but soon realized she was missing something pretty key: support.
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Corporate advisory services for Law Firms, Private Equity, Lenders & Corporates

An Atlanta based financial advisor has been in business for 7 years. Up to this point, he has built his practice with leads provided by his company and leads he has purchased. He has also tried event and seminar marketing. He shut down most of his marketing with hopes of getting more referrals by stepping up his client service efforts. He learns quickly that he lacks the skills and system to do that well, so his revenue suffers.
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JPMorgan Chase

RSM's cyberthreat intelligence team helps organizations protect themselves from cyberthreats and make better risk-informed decisions. A hospital suffers a ransomware attack. In the aftermath, RSM helps hospital fortify security via testing, monitoring, governance and more. RSM team helps gift card fulfillment business restore security and payment card industry compliance, all before key holiday shopping season.
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Mark is a tenured professor and Jennifer is a respected physician. They both enjoy their careers — their work adds value and meaning to their lives. As they approach the next stage of life, they want an expert to help them make strategic decisions with their money.
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