Our Firm
An operator who has sat on your side of the table.
Spencer Business Strategies is a WealthTech advisory firm built on years of selling to, building for, and leading teams that serve financial advisors. We have been in the room where the demo impressed everyone and the deal still stalled.
Why SBS
What you get that’s hard to find anywhere else.
Every engagement starts with the same question: where is your client in your strategy? Most teams can describe their product in detail. Far fewer can describe their client’s day.
Patrick SpencerFounder, Spencer Business Strategies
The client’s-client lens
Two levels of empathy: the advisor who buys, and the client they serve.
For you Your message lands with both.
Operator, not observer
20+ years in fintech SaaS, including leading a financial planning platform and closing enterprise deals with the advisors you sell to.
For you The advice is tested in real sales cycles.
Insight plus access
Relationships across WealthTech marketplaces, RIA networks, and consulting alliances. The strategy comes with doors attached.
For you The strategy reaches buyers, not just a slide.
A method you can see
The Triune Nexus and the Empathy Matrix turn “client focus” from an attitude into a working tool.
For you Client focus shows up in your deck, demo and pipeline.
Our founder
Patrick Spencer
Executive Leader · B2B Enterprise Growth · Fintech & Banking
Patrick has built his career on disciplined B2B enterprise sales and strategic leadership, much of it in highly regulated environments where modern, client-centric solutions are hard won. His approach — what he calls “radical collaboration” — aligns Product, Marketing, and Sales around solving complex client problems.
The architect of the turnaround
Patrick is the leader organizations call when a strong product is not getting the traction it deserves. He puts rigorous sales processes and operational frameworks in place that hold up as the business scales. At Moneytree, he led the transformation of a legacy calculation engine into a cloud-native, advisor-centric platform — modernizing both the technology and the user experience — and he has a track record of turning quiet, established brands into market leaders through problem-solving messaging.
Company values
The individual makes for a great team. A great team makes for a great company.
We work to live these values in our own lives, so they show up in the work we do for every client.
Accountability
Communication
Empathy
Trust
The associates
The right expertise, brought in when you need it.
SBS works alongside a network of experienced associates who join engagements where their depth makes the difference.
Want to talk to the person
who will do the work?
It starts with a conversation about your client: who they are, the problem they are trying to solve, and how your firm shows up for them today.
Visualize . . . Strategize . . . Realize