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Operating Solutions for Advisory Firms


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Susan Glover & Associates represents your firm.  As an independent consultant without vendor allegiances, we will represent only your interests and will make recommendations in line with your budget.  We focus our services on the operating areas most important to your firm and we prioritize solutions accordingly. Specific services include:

Transition
  • Advisor transition services
  • Project management services
Operations &
Technology Management
  • Back-office review
  • Information needs assessment
  • Technology tools assessment
  • In-house versus outsourcing analysis
  • Work-flow process review
  • Vendor/product review and selection
Business
Support
  • "Personnel" services for tasks/projects
  • Additional services  provided by network of resources (compliance, IT)
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