Professional Team Growth Consultant

The Professional Team Growth Consultant serves as a trusted consultant to financial advisors and advisory teams, providing strategic consulting on practice management, business planning, organizational design, financial management, succession planning, and ownership transitions. Partners with teams to improve business performance, strengthen leadership effectiveness, optimize operations, and support long-term growth and sustainability. Facilitates complex business discussions, analyzes practice performance data, and delivers actionable recommendations that drive scalability, profitability, and enhanced client outcomes. Leads consulting engagements, workshops, and team development initiatives while collaborating with field leaders and key partners to support business transformation and organizational change. This can be a remote position within the US.           DUTIES & RESPONSIBILITIES:    Practice Management Consulting Serve as a trusted advisor and consultant to financial advisors and advisory teams on advanced practice management topics. Facilitate team discovery, strategic planning, organizational design, and business planning engagements. Guide teams through complex business decisions involving ownership, governance, compensation, revenue-sharing structures, entity formation, succession, continuity, and transition planning. Consult on organizational structure, role clarity, accountability, career pathing, staffing models, and leadership development. Assist teams in identifying operational constraints and implementing solutions to improve capacity, efficiency, scalability, and client experience. Facilitate difficult team discussions and negotiations involving expectations, responsibilities, decision-making authority, and future ownership considerations. Financial Management & Practice Analytics Analyze financial, operational, and productivity data to identify opportunities for business growth and improved performance. Guide advisory teams through practice financial management, including profitability analysis, practice health ratios, cash flow considerations, and return-on-investment evaluations. Utilize Salesforce, Power BI, financial workbooks, and other analytical tools to develop recommendations that improve business outcomes. Deliver benchmarking insights and business performance comparisons to support strategic decision-making. Succession, Continuity & Ownership Planning Facilitate continuity, succession, merger, acquisition, and ownership transition discussions. Consult on governance structures, ownership allocation, equity considerations, and long-term business sustainability. Guide teams through business transition planning, integration planning, and readiness assessments. Partner with field leaders and specialized matrix partners to support complex team transitions and growth opportunities. Facilitation & Advisor Engagement Lead virtual and in-person consulting engagements with advisory…