Advisory Services
Chestnut’s strategic growth advisory services for asset managers combine custom advisory with implementation support
Product
Strategy
- Product line reviews and market suitability assessments
- Product prioritization
- Product development
Distribution
Strategy
- Recommend team and organization structure
- Market analysis and planning by region/segment
- Custom Sales Roadmaps
M & A
Strategy
- Identify best fit acquisition targets
- Analyze disposition candidates
- Post acquisition integration planning
Brand
Strategy
- Firm and product messaging
- Thought leadership optimization
- Marketplace visibility
Implementation
and Coaching
- Go-to-market strategy implementation
- Distribution leadership coaching
- Sales training and client engagement program design
Get in Touch
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