What we do

MGC channels your business strategies and their execution to help you clearly define who you are and create a unified message of mission that increases awareness, positive perception and growth to give your customers what your competitors can’t. Our growth process expresses the vision, spirit and energy of your company like never before.


We can also tailor a custom exit strategy that encompasses everything you need to know and do–from selling your firm outright to maintaining a limited stake to passing your business to the next generation as a part of your legacy.

We wont give you elaborate proposals with huge implementation price tags. Our efforts are better applied to ideas that will tangibly move you forward.


Goal: Increase existing client assets under management
MGC Strategy: Create WealthWatch Life Stage Mapping process to guide clients through all important lifetime milestones of financial planning

Goal: Recruit new field sales representatives
MGC Strategy: Implement Silver Bullet campaign comprising brochure, advertising and direct mail to spotlight ho affiliating with the Advisors’ Academy can help independent producers rapidly grow their business

Goal: Establish and bolster company standing as a significant brand leader in its market, sustain existing B2B relationships and attract prospects
MGC Strategy: Introduce Knowledge Transfer Educational Workshop Series providing timely, firm-specific solutions to relevant client needs

Goal: Expand high net-worth physicians and business owner client-base via qualified referrals by existing clients
MGC Strategy: Design Physicians Circles and Business Owners Circles client appreciation and education events and train company personnel in the art of building business by hosing events clients will remember and act upon

Goal: Capitvate consumers and motivate response
MGC Strategy: Create materials and implement direct mail campaign spotlighting free offering and additional serves of value to recipients

Goal: Increase revenues through strategic partnerships
MGC Strategy: Establish affinity relationships with local firms to introduce Community Service series, providing opportunities for public exposure and cross referrals through active participation in good neighbor activities and events