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Implementations & Facilitations

Do you lack time and/or resources to initiate changes that would enhance firm productivity?

Do you have a vision, mission and strategic plan that is understood and embraced by employees?

Do you think your performance review process is as effective as it should be?

Do you believe you should focus on team development and succession planning but haven’t?

In collaboration with senior leadership, Optimum Advisors designs and implements operational and strategic solutions to fuel firm productivity, create a high performance culture and lay the foundation for multi-generational success. Changes you make to your organization today are sure to yield outsized long term dividends for your firm.

Optimum Advisors and its growing network of industry-focused consultants offer:

  • Creation or modification of firm policies and procedures
  • Creation or modification of HR tools
  • Strategic planning
  • Performance review design and facilitation
  • Team development and succession planning
  • Systems refinements and upgrades
  • Leadership coaching
  • Hogan team building workshops

Optimum Advisors also provides ongoing consultative and execution support on a retained basis.

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Optimum Advisors, LLC | 270 Greenwich Avenue, Suite 4, Greenwich CT 06830 | 203.769.1382
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