Our Resources
Perspectives on putting the client at the center of WealthTech growth.
Research-backed thinking on Strategic Drift, go-to-market alignment, and what it takes to connect a great product with the advisors and investors it was built for.
The SBS blog
Latest perspectives
SBS at a Glance. A one-page overview for WealthTech firms: how we work, what changes for clients, and engagement options. Easy to forward to your team.
Download the one-pager (PDF)THE CASE FOR CLIENT FOCUS
Start with the problem: why the client belongs at the center of WealthTech growth
Most WealthTech firms don’t have a product problem. They have a connection problem. Why the work has to start with the client, and with the client’s client.
3 min readRead the post →STRATEGIC DRIFT AND AI
Strategic Drift in the age of AI: keeping the client at the center
AI is being sold to advisors as efficiency. Investors are asking for something else. How WealthTech firms keep AI from accelerating Strategic Drift.
3 min readRead the post →LAUNCHING, ENTERING, REPOSITIONING
Launching, entering or repositioning: know where you are before you decide where to go
Firms come to WealthTech from three starting points. Each carries different risks and needs a different first move. Why an honest read of where you are comes first.
3 min readRead the post →VISUALIZE · STRATEGIZE · REALIZE
Visualize, Strategize, Realize: why consultants must do more than teach firms to fish
Teaching a firm to fish isn’t enough if it’s standing at an empty pond. Why distribution and networks now belong in the consulting brief, and the firms leading the way.
4 min readRead the post →Have a topic you’d like us to explore? We write about the questions WealthTech leaders bring us.
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Let’s put your client
at the center of your growth.
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