Elevating Talent, Amplifying Growth
We understand that navigating the complexities of talent management is critical for your RIA’s growth. We also understand that you may not have enough time or expertise to focus on it. Our expert talent consulting services are designed to help you achieve your next peak in growth and organizational excellence, allowing you to focus on what you do best – serving your clients.
Amplifying
Growth
Consistently, leading advisor benchmarking studies note human capital as the largest annual expense for advisory firms. Firms can reach higher levels of growth and valuation through a superior talent force by increasing efficiency, elevating skills, and driving ideal behaviors. We understand the unique challenges of RIAs, including regulatory demands, capacity constraints, and competitive talent landscape. We’ll take human resource and talent management off your plate, and align your human capital strategy with your business goals.
Hear Us In Action
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Dimensional’s Managing Your Practice Podcast
Hear Next Peak’s founder, Cameron Logar, and her former colleagues from the Practice
Management Team at Dimensional Fund Advisors discuss most common advisor
challenges they helped firms tackle in 2024.
2024 Wrapped: Practice Management Trends That Shaped the Year -
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FPA Client Experience Insights
Cameron Logar, Next Peak founder and former Regional Director of Practice
Management at Dimensional, discusses the importance of knowing your Net Promoter
Score (NPS), shares key insights on what clients value, and offers real-world strategies
for improving segmentation, communication, and service models.
FPA LIVE with Cameron Logar on the Latest Research on Client Experience -