Human Capital Advisory

With over 20 years of developing programs, processes, and teams that enhance the effectiveness of personnel, ALC provides insights into organizational structure and strategies that optimize talent and human capital. The changing industry landscape provides the opportunity to review human capital needs and utilization of personnel. We know that people are the cornerstone to an organization’s success.

Like a team summiting a mountain, we help our clients place the right people in positions that maximize effectiveness and provide direction to reach the top.

Projects can include:

• Review of organizational structure for streamlined reporting
• Review of roles and responsibilities for optimal utilization
• Review or create recruiting procedures to enhance talent acquisition
• Create training courses that engage employees, align culture, and synergize objectives

Client Profitability

Companies strive for a competitive edge in every aspect of their business. ALC helps firms review their client base and internal procedures to find additional profitability inherent in their business. ALC has proven success analyzing revenue streams and cost structures to identify opportunities for improved profitability.

Projects can include:

• Review current clients to identify optimization (e.g. increased pricing, reduced resources, or divestiture of clients)
• Review account resource allocation to determine optimum pricing structure
• Review current pricing model to industry norms

Marketing & Business Development

Are you ready to win new business or grow your existing business? A strong business plan is the first step and critical to achieving long-term success. ALC has a proven ability to help clients target markets and create a strategic plan to achieve growth.

Projects can include:

• Create business development plans for start-up firms
• Revise current business plans for changing firm objectives or growth
• Create clear, concise, and strategic action steps to achieve objectives
• Develop marketing materials and brand identity that are consistent with firm objectives

Relationship Building

The success of any business is based on strong relationships. At ALC, We help clients maximize value and optimize revenue by developing strategic plans that increase effectiveness of sales and client relationship management teams and by creating organizational structures that improve team function and firm culture.

Projects can include:

• Review of organizational structures
• Review of team structure and incentive plans
• Sales and Relationship management training

Industry Knowledge

Firms must innovate to meet the needs of their clients and the dynamic environment. ALC has a strong understanding of the financial services industry and partners with clients to traverse the changing landscape and guides clients on the right path to success.

Projects can include:

• Employee Training: The Introduction to the Finance Industry workshops help employees understand how their firm and their functions fit into the finance industry. The workshops increase employee satisfaction, improve sales, and enhance client service through comprehension of their firm’s products and services and how those impact the finance industry.
• Higher Education Institutions: The Introduction to the Finance Industry workshops are provided to undergraduate and graduate level students at higher education institutions. These workshops help students navigate the recruiting process through understanding the finance industry and the career paths available.
• Industry Clients: ALC provides market analysis and information that assists in increasing a firm’s prospective client base or entrance into new industry segments