What We Do

What We Do

——FUSE Consulting——

At FUSE, our approach to consulting engagements is customized and collaborative.  Put another way, no templates and no attitude.

A brief description of our engagement process: 

We utilize a collaborative process throughout the engagement, from project scoping to the final deliverable/presentation. In our experience, active client involvement is imperative to the success of the project.  We work side-by-side with our clients providing weekly, sometimes daily, updates to make sure that the project is on track and evolving to meet the unique circumstances and needs of our client. As we near project completion, the working group and other stakeholders are brought together to review preliminary findings and recommendations. This is typically a highly interactive session meant to identify gaps and refine the overall presentation and final recommendation.

The types of engagements you should consider us for:

  • Product Line Review and Rationalization
  • Product Strategy
  • Distribution Strategy
  • Sub-Advisory Business Plan Development
  • Brand Awareness
  • Advisor Segmentation Strategy