Advisor Ops Governance | Prod-Svc Management Strategy

Engagement Structure:

Phase I: Strategy Workshop (Fixed Fee) including deliverables for prioritized next step recommendations.

Phase II:  Monthly Retainer scoped with leading and executing against the defined deliverables stemming from prioritized workshop recommendations and a bucket of coaching hours for key emerging leaders.

* Initial retainer 3 months; client renewed for an additional 3 months.