“Working with Scott has provided a tremendous amount of clarity to what’s happening in our business, as well as the revenue opportunities within the NM contract we should be paying attention to in order to drive growth. Scott’s in-depth knowledge of the NM compensation system and how we think in the field is a rare and valuable asset. He really understands how to listen and apply his knowledge and skills to meet clients where they are at. I’m confident Scott will be a long-term partner in the growth of my business, and I believe he multiplies the value of the investment I make in him in a big way!”
— Brady L., Managing Director
“Working with Scott over the past few years has been a gamechanger! Scott has helped me to view the financials of my business a little differently and he has really helped me focus on what my opportunities and biggest potentials for ROI are. Scott has incredible industry experience and is also great with people. Scott has been able to integrate very well with our operations and finance team to establish processes that have been impactful and sustainable. There is doubt that Scott is a great addition to any team and has really helped us get to the next level! ”
— Jay K., Managing Director
“Our entire firm’s trajectory changed when Scott arrived! The initial need was a CFO, in the truest sense, to join in navigating the growth of our firm. Soon I learned, Scott truly specializes, from a growth mindset, in business development, not just a traditional CFO. Scott brings a tremendous amount of passion and intellect in helping others achieve entrepreneurial success. Hands down, top 3 business decisions I have made in having Scott sit at the table of our thought leaders”
— Tom G., Managing Partner
“Per a recommendation from Mark Heurung (who I think is the best MP in the system) I interviewed then hired Scott to consult on a wide range of opportunities: *Access as a value add for our MD’s and top 5 advisors *Evaluated strategies of where to invest in my business to maximize my Retirement values. *Creative compensation design for my premier partners *Platform comparisons NM vs Independent RIA *So many other projects we asked Scott to vet I can’t list them all. *Highest marks possible! Considering our Friendship and the ROI on the investment it left me with only one regret, I sure wish I would have been introduced to Scott sooner””
— Mike T., Managing Partner
“Scott has helped me transition from an executive mindset around the financials of the business to a business owner’s mindset. He has become a trusted advisor and business partner to me. With his help, I see the financials of the business more clearly and can make more confident decisions to drive growth. ”
— Sarah Walter, Associate Managing Partner
“Scott has been a true advocate for the office he works within my portfolio. He has been many things during the engagement, the voice of reason, cheerleader, shoulder to vent, and trusted advisor to both experienced and new leaders in the Network Office. I think it is clear to all of us who work with this office, if not for Scott, they would be in a very different place. He is a great guy and someone who really cares!”