Registration Consultant's Toolbox   Professional Development Process and Technology Practice Management Investment Products Fast-Breaking Innovations      (Current Issue) Past Issues of Senior Consultant Senior Consultant, 2003 Senior Consultant, 2002 The Society of Fiduciary Advisors Fiduciary Investment      Standards Initiative (FISI) FISI Nomination How to Add Value The Advice Imperative The Process of Adding Value The Technology of Adding Value How to Manage Your Practice Leveraging Through a      Division of Labor Leveraging Through Technology Defining Your Value Proposition Creating Transferable Value in      Your Practice How to Grow Your Practice Sales and Marketing Market Segments The Best and the Brightest Profiles The Society of Senior      Consultants The Society Membership Nomination Questionnaire Standards Initiative Industry Benchmarking Studies Professional Development Development Menu Access Methodology Firms on the Leading Edge The Next Generation Thesis Investment Products Innovations Developments Asset Management Commentaries Performance Analyses Firms About Us Our Mission Our People An Invitation Our Beginnings Return Home		The Senior Consultant Mission Statement Sponsored by: Quick Section Links:    Our Mission Statement    A Must-Read Publication    Our People    An Invitation    Our Beginnings Click here to check for impactful Consultant Toolbox Solutions Quick Page Links:    Registration    Consultant's Toolbox    Fast-Breaking Innovations    Society of Fiduciary Advisors    How to Add Value    Managing Your Practice    Growing Your Practice    The Best and Brightest    Benchmarking Studies    Professional Development    Firms on the Leading Edge    The Next Generation Thesis    Asset Management    About Us    Return Home The mission of Senior Consultant is to advance and elevate the practice of investment management consulting so that all investors, both institutions and individuals, can gain access to the highest level of professional investment and administrative counsel. Senior Consultant promotes the practice of investment management consulting by: Giving a Voice to the Investment Management Consultant Giving a voice to the almost invisible investment management consultant within the larger financial services industry through the creation of Senior Consultant. Investment management consultants constitute just one-half of 1% of all financial advisors but advise 25% of all U.S. assets. The profound strategic implications of investment management consulting, its processes and technology, are just now beginning to be understood by the larger financial services industry. Honoring Leading Investment Management Consultants Honoring leading investment management consultants who represent the highest level of integrity and achievement within the financial services industry through an election by their peers to The Society of Senior Consultants. The 92 consultants in the inaugural election to The Society of Senior Consultants advise 8% of all the assets in the U.S. Through the sheer will, initiative and perseverance of these consultants who have pioneered the process, methodology and technology of high level advice, today's new advice business model is made possible. The Society of Senior Consultants is our industry's best and brightest. Standards for Professional Investment and Administrative Counsel Working with our industry's leading consultants, fiduciaries and investors to create Standards for Professional Investment and Administrative Counsel for each of the ten major market segments of the individual and institutional markets. Fiduciaries and investors gain a mechanism that allow them to influence the level of service they receive, and consultants can more clearly delineate their value proposition. The Defined Contribution and Foundation & Endowment are completed. The High Net Worth and Ultra High Net Worth Standards will be finalized in 2002. Training and Professional Development Programs Create training programs that would empower the financial advisor to provide high level, comprehensive, expert advice for each of the ten major market segments of the institutional and high net worth markets. Quick Section Links:    Our Mission Statement    A Must-Read Publication    Our People    An Invitation    Our Beginnings Sponsored by: Quick Page Links:    Registration    Consultant's Toolbox    Fast-Breaking Innovations    Society of Fiduciary Advisors    How to Add Value    Managing Your Practice    Growing Your Practice    The Best and Brightest    Benchmarking Studies    Professional Development    Firms on the Leading Edge    The Next Generation Thesis    Asset Management    About Us    Return Home Click here to check for impactful Consultant Toolbox Solutions Management Consulting Services Providing management consulting services to financial services firms that wish to evolve their support infrastructure to empower their financial advisors to compete on the basis of the value they add. Annual Society of Senior Consultants Awards Conference Conducting an Annual Society of Senior Consultants Awards Conference which recognizes: Outstanding achievement and best consulting practices in each of the ten major market segments Outstanding achievement in money management Outstanding achievement in consulting technology Outstanding achievement in consultant support. Create and Develop www.SrConsultant.com Web Site Creating a web site that will focus on each of the ten major market segments of the institutional and individual markets which will become the most complete and reliable source of information on practice management, process and technology of investment management consulting. [Return to the Top] If you should have any problems with this page, please e-mail us at Support@SrConsultant.com. Your satisfaction is of utmost importance to us! (c) 1998-2004 Senior Consultant, 1457 Crystal Springs Lane, Richmond, Virginia 23231, Phone: (804) 643-1075, Fax: (804) 643-1544.