In Negotiation

frustrated by your team?

Managing a financial advisory practice can be very hard, but it does not have to be!

Independent advisors often express frustration about their team. Your team will make or breaks your business, especially in professional services.

When your firm is not a great place to work everyone losses. You lose in many ways; the emotional toll, the cost of losing good people, and the lack of employee productivity.


better business through a better team

We have done this before. Each situation has it's differences and that solutions need to be customized. Our advice must be actionable and measurable.

We can help you make your firm a great place to work.


Specific Solutions

Actionable Advice

Modern Work Space

3 Steps to a better team

1. Schedule A call

2. Take an Assessment

3. Introduction Call

Are you ready to talk?

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Dawn Page

"I worked with Will at both firms and I would work with him in a heart beat. The culture at Cordant is ......"

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About Us

Creative Solutions

  • started in 2001 at a wall street firm

  • top 10% of the firm, exceptional growth through the 2 down turns

  • built teams 

  • know the frustration when it's is not working and the easy and benefits of when it is

  • all of my assistance say 

  • after running