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Evanston, IL  60201-4327

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Behavioral Profiles for Financial Advisors and their Clients

Business Opportunity Assessment and Planning

As a Financial Advisor, you need to understand your Client's hopes and dreams, so that you can fashion an appropriate financial plan.  However, you have limited time to develop the necessary open and trusting relationship.

A behavioral profile will provide important insights and spark honest conversation.  We have introduced a behavioral profile and debriefing process specifically for Financial Advisors and Wealth Managers.

Many mid-sized businesses and organizations feel that they are falling behind.  The world is changing, and they aren't keeping up.


You are considering introducing a new product, service, or acquisition, but aren't sure whether it is a good fit.


We can help you to quickly determine whether it is a good fit for your organization, and how best to move forward.

RTI had a dominant share of the Chicago market, and growth was starting to slow. Gary wanted to continue growing the business, and sell it for a higher price in a few years. He was considering various expansion options.

CASE STUDY

“Zbig has always impressed me with his disciplined and holistic approaches to business problems. The methods he uses cause people to think broadly about the situation, deeply about the underlying drivers, and creatively about alternate solutions."

TESTIMONIALS


Zbig has a unique combination of strategic and technical skills.  He has a Kellogg MBA in Entrepreneurship and Management Policy, and has worked as a business coach.  He also has a degree in Industrial Engineering, and has worked as an engineer and information systems analyst and programmer.

ZBIG SKIBA