Partnership Defined
Years of relationship-building have helped us build an extensive network of peer experts. We’ll assess your situation and, if necessary, bring in the right industry experts to help you solve for your unique challenges and opportunities. In turn, you’ll leverage the power of our relationships to earn preferred support from the following firms.
Industry Data & Analytics
Datos Insights
Datos Insights is the leading research and advisory partner to the financial services industry. We help financial institutions, insurers, and their technology partners drive enterprise-wide change.
In an era of rapid change, we empower firms across the financial services ecosystem to make high-stakes decisions with confidence and speed. Our distinctive combination of proprietary data, analytics, and deep practitioner expertise provides actionable insights that enable clients to accelerate critical initiatives, inspire decisive action, and de-risk strategic investments to achieve faster, bolder transformation.
Wealth/Trust Unification
Strategic Advisory Consulting Group
The Bielan Group and Strategic Advisory Consulting Group will draw on their collective experience to help clients build strong, integrated wealth management organizations. Together they’ll generate a well-defined strategy, then create lasting momentum to change behaviors and processes within your team.
Dave Coffaro, Founder of SACG, has more than 30 years of experience as a strategic organizational advisor, leader of diverse teams, and developer of people. A proven designer and initiator of growth-focused business strategies, Dave continues to refine his craft and lead his profession. SACG was founded on his experience and he is the engine that continually drives us to provide expert insights and produce practical results.
Advisor Training & Development
Cannon Financial Institute
Cannon Financial Institute equips people and organizations with practical solutions. With over 60 years of institutional knowledge and each instructor with four decades of real-world experience, Cannon is recognized as a leading training and professional development firm within financial services.
Cannon constructs tailored consulting and blended learning solutions that create immediate and sustainable impact. Their instruction in technical and sales skills is regarded as the industry standard in areas of personal trust, corporate trust, wealth management sales, relationship and practice management, retirement planning, operations, risk management, audit and compliance, and investment management.
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