We Initiate a 3 Step Process,

by first identifying your strategic goals and needs.


We apply THOUGHT LEADERSHIP gained through our research, consulting engagements, and events to make strategic and tactical recommendations.

Our Customers Are:

Banks/Banking

Broker-Dealers

Investment Firms

Insurance Companies

Investment Advisors

Solution Providers

Banks/Banking

Broker-Dealers

Investment Firms

Insurance Companies

Investment Advisors

Solution Providers


Then, We Supply You with . . .

Unbiased Research-Driven Marketplace Knowledge, Perspective, and Actionable Counsel . . .

That helps you take action by having a source for:
• Receiving market intelligence beyond the conference circuit and word -of- mouth,

• Establishing a benchmark,

• Aligning your infrastructure,

• Creating future-state plans that align with your strategy,

• Interaction with industry experts in a collaborative ecosystem.


Beacon Strategies, LLC by the numbers in 2014 . . .


Who Leverages Us, and How?

The Services We Deliver:

2014 Calendar

2015 Calendar


What?

It's not really about what we say, it's what our clients say about us that counts.


Musings

Things that are important to us and to the industry.


Contact

We'd love to hear from you.

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