Our Principal
Founding Partner and Chief Strategist
David Finley has worked within the wealth advice industry for 30 years, and has experience serving as a financial advisor, branch manager, and senior executive at both independent and bank-owned firms.
His expertise and experience has been working with advisors to refine and reignite their future. David challenges assumptions and energizes growth through an innovative marketing framework, supporting client retention and driving growth.
David is on a mission to help top wealth advisors plan their best way forward, by owning a clear market position with a distinct competitive advantage that delivers opportunity and results.
Specializing in Positioning Strategy
What is positioning strategy?
Positioning is the foundation of any practice strategy.
Advisor positioning refers to a purposeful strategic method to establish a unique identity for your business relative to the competition. It involves carving out a distinct place in the competitive landscape, firmly establishing your presence, and most importantly capturing mindshare - becoming recognized for a specific "something".
For advisors, a winning positioning is the result of great relevancy and great reputation.
For most top advisors, it's a repositioning strategy that's needed today. It's focused on fine-tuning and making adjustments to better meet the evolving needs and preferences of today's clients and to capitalize on emerging opportunities.
Introducing Advisor GPS
Advisor GPS is a step-by-step program for charting a winning path forward.
FIRST THINGS FIRST
Advisor GPS serves as a foundational exercise for branding, marketing and practice management activities.
STRATEGIC PRECISION
Say goodbye to guesswork. Our methodology provides a meticulous framework for strategic decision making.
SPRINT FORMAT
The program is a 4-week engagement from end-to-end and requires 5 - 7 hours of total team engagement over the course of the month.
Let's Get Started
Ready to take the first step towards differentiating your business? Contact us today to schedule a complimentary consultation and learn more about how we can help you achieve your goals.