Beacon Strategies, LLC – Broker-Dealer Research & Consulting Group
Is the marriage of business and technology supporting or hindering your strategic roadmap?
As the guiding light of independent intelligence, analysis, and business solutions to the broker-dealer and advisory community, we can help your firm select the right tools, processes and methods to fulfill your business needs and goals.
We’ve done the work for you by comprehensively analyzing, comparing, and contrasting the various vendor solutions and their products. We’ll help you find and implement the tools that fit your business needs and goals.
Services
CONSULTING SERVICES
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Assess your current position through a comprehensive analysis of your systems/processes using our proprietary Lighthouse methodology (Lighthouse Report)
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Prepare commissioned intelligence on specified subject matter (North Star Reports)
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Provide project management: implementation (Consulting)
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Chart a new course to your desired business state (Business Acquisition Linking)
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Communicate your position (Marketing Agency Services)
THE BEACON REPORTS
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Provide independent, unbiased vendor/solution analysis and recommendations (The Beacon 100)
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Avoid scope drift by monitoring prevailing broker-dealer trends (The Beacon Reports)