I'll tell you my brief story and hopefully won't bore you.
Adviser First Consulting was originally founded as an independent consulting firm in 2009. Why? I was managing a business development region for the country’s largest independent investment firm and as numerous firms announced steep downsizing during the financial crisis, my employer was no exception. I was asked to turn in my laptop and Blackberry (remember those?). Prior to this, I served 10 years in the U.S. Navy and over the next 14 years I gained further experience in management, operations, acquisitions, marketing, and strategic growth and also served on the executive team with two investment firms.
Though my initial consulting work was specifically with financial firms and tax professionals, I was asked by a client if I would do some work for a service business in another industry. It was through this experience I realized the consulting needs of small and mid-sized businesses, regardless of the industry, were about the same and they were all being underserved.
We are willing to share our knowledge with you and how we can best address the issues and changes you are looking to implement within your business. Let our experience help you succeed and grow.
We're here to help. Send us an email or call us at +1 (585) 329-9661. Please feel free to contact our experts.
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