HEADSPRING CONSULTING
Strategic Advice and Training
As an industry leader, Headspring Consulting Inc. provides strategic
consulting and training on the following:
- CRM (Customer Relationship Management)
- organizational change
- reputation management
- wealth management programs and software
- communication programs
- design of compensation and succession programs
- impact of regulatory changes.
Research
We know how to find and interpret answers to your questions and
how they affect your organization, enabling you to focus your efforts
and benchmark your organization's activities within the industry.
Research to date has included:
- attitudes and habits
- expectations
- compensation survey
- practice management
- professional services offered
- marketing opportunities
- competitive analysis
- industry trends and changes.
Our "consultative" research marries qualitative and quantitative
research methods with in-depth data analysis and interpretation.
It includes:
- initial consultation and proposal
- study design
- methodology development and implementation
using: surveys, focus groups, and interviews.
- data processing
- multivariate analysis
- report preparation
- presentation of
findings
Research studies can be commissioned by banks, credit
unions, discount brokerages, financial advisory firms, insurance
companies, mutual fund dealers, mutual fund companies and trust
companies.
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