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Both consultants and advisors may have studied economics, accounting or finance in college. It isn’t uncommon for them to earn MBAs, and many hold advanced certifications. One of the most highly regarded certifications is the certified business planner (CFP) designation, but there are many others of value. Capabilities are assessed on the breadth of depth of Finance and the quality of thought leadership.

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In some cases, a financial consultant may have more financial plan experience than the typical financial advisor. Financial consultants usually the provide investment services as well, though. our clients are often surprised by the possibilities we present present exciting new ventures.
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Our associate consultants specialize in a range of business areas. These include strategic planning, issues resolution, culture assessment, board effectiveness, retention.
Our associate consultants specialize in a range of business areas. These include strategic planning, issues resolution, culture assessment, board effectiveness, retention.
Our associate consultants specialize in a range of business areas. These include strategic planning, issues resolution, culture assessment, board effectiveness, retention.
Our associate consultants specialize in a range of business areas. These include strategic planning, issues resolution, culture assessment, board effectiveness, retention.