How We Work

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We work in three ways—short-term strategy consulting, project-based, and retainer. For short-term strategy consulting, we visit with a firm’s senior leaders to brainstorm over challenges and opportunities facing the firm to assess their strategic framework going forward. For our project-based assignments, we interact with the firm over a 3-6 month period or longer to produce reports with data-driven analyses. For our retainer-based assignments, we continuously engage with clients on various opportunities to advise on product improvement and placement.

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