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“Tom Kane is a great resource for those needing advice and guidance on the success of wealth management organizations at financial services firms. His hands-on experience in working in several wealth management groups in senior positions give Tom unique insights into the important factors for success of those groups, including compensation, investment products and programs, technology, and integration with other bank products and services."

—John Shields
Mainstay Consulting Group

Project Management

Why This is Important to You

One of the key challenges facing business managers is finding time away from the daily tasks of running their business - of managing people, handling customer issues, developing new business, processing work and otherwise reacting to the crisis of the day.  These daily tasks seldom leave owners and managers with time to develop and implement key initiatives that will position their business to grow and flourish.  

project managementOf course, your inability to manage oft-conflicting priorities could become the difference between owning a thriving practice and a business struggling to keep the lights on - between a comfortable lifestyle and a struggle to provide for your family.

Yet, no matter how hard you try there just doesn't seem to be enough time to put your plans in action.  Your desires, dreams and ideas for growing your practice fester as you tackle the multidimensional daily tasks of running a small business.

We can help you put an end to this quandary by providing objective, experienced, trusted resources to bring those critical projects and initiatives to life.

How We Work With You

Initially, we help you clarify and test your ideas by providing research, analysis, best practices and practical experience to help quantify the the resources needed to achieve successful adoption and the potential payoffs for doing so.

If you have multiple initiatives you are interested in advancing we will draw comparisons between them, helping you to prioritize and select those that will make the greatest positive impact.

Ultimately, we are taking those ideas that have been bouncing around in your head or those for which you have been challenged by management or clients to implement and make them a reality while you continue to manage the day-to-day challenges and responsibilities of your practice.

Project Management for Financial AdvisorsWhat This Means For You

  • Less stress and greater job satisfaction
  • Enhanced business equity
  • Competitive parity or advantage
  • The satisfaction of watching your dreams become a reality
  • The payoffs associated with good time management and making a prudent investment in your business

Who Will Help You

Kane Carlton is a consortium of the best and brightest talent in the wealth management industry. This confederation of seasoned professionals combines decades of practical experience in highly specialized disciplines with a no-nonsense, innovative, results driven focus with a singular mission - to help you.

Tom Kane

Thomas C. Kane, Founder and Chief Transformation Strategist

Learn more about Tom and how his 35 years of practical experience in financial services can help you.



Henry Moreault, Wealth Industry Advisor

Henry D. Morneault, Consulting Associate
Operations Strategist and Transition Expert

Learn more about Henry and how his two decades of specialized knowledge can help you.



Why Kane Carlton

We help our wealth management clients make informed decisions by providing them with research, competitive intelligence, best practices and innovative, objective solutions designed to reduce costs, increase revenue and stay competitive. Yet, unlike pure consulting we pride ourselves on being on the field and in the game with you, focusing on implementing the work product we create.

We understand that the thin line separating a flourishing career from unemployment and a thriving franchise from a failed business is a combination of the decisions you make. So make your first decision the right decision—decide Kane Carlton.

Learn more about our firm and how we help advisors and advisory practices optimize results in the delivery of wealth management products and services.

Who We Have Helped

See a partial list of people and firms that we have helped.

Where You Begin