Hurry Up!

Hurry Up!

by | Feb 1, 2019 | Industry Buzz

Not too long ago, an independent broker-dealer asked me to present to a group of wealth management executives at a symposium. Something compelled me to calculate the cost of the talent in the room.  I concluded my one-hour talk multiplied by 150 business leaders...
Do’s and Don’ts of Choosing a Consultant

Do’s and Don’ts of Choosing a Consultant

by | Jan 29, 2019 | Industry Buzz

Selecting a management consultant can be a daunting task consisting of so many variables it often feels like a roll of the dice. Yet, selecting the right partner is crucial if you are to maximize the return on your investment.  The right partner will lead you to...

Potomac Capital Markets

by | Jan 10, 2019 | What people are saying

What impresses me most about Tom, beside his in-depth industry knowledge, is his pragmatism. The solutions he recommends fit into the real world; they are not just theories or academic exercises. He is comfortable in the board room and in the trenches, responding to...
Thomas C. Kane

Thomas C. Kane

by | Dec 28, 2018 | Team Bios

Early in his career Tom’s colleagues tagged him with the moniker, Boy Wonder.  The genesis of this likely sprang from a combination of his boundless enthusiasm and never-ending quest to learn all he could about financial services.  Or perhaps, wondering why...
Kip Gregory

Kip Gregory

by | Dec 27, 2018 | Team Bios

Kip Gregory is a specialist in creating and implementing successful business development strategies. The author of Winning Clients in a Wired World, he is recognized as one of the country’s leading authorities on improving sales productivity and creating business...