Bonsai Consulting

Keeping Pace with Changing Times

Transformative change is a daunting endeavor, especially when faced with uncertain market dynamics. Bonsai empowers organizations to rethink, retool and differentiate themselves in this ever-changing environment.

Bonsai Consulting leverages its proprietary philosophy, deep industry knowledge and relationships to deliver value creation. We offer consulting services to develop corporate strategy for organizations as well as practice management for advisors.

Corporate Strategy

Vision and Mission - Long Term Strategy - Organizational Design and Change Management - Data Driven Decision Making - Product Innovation - CODE Messaging - Distribution and Marketing Strategy - Financial Consulting and Capital Deployment

Practice Management

  • Evolving the financial advisor value proposition

  • Driving client acquisition and growth

  • Equipping advisors with the requisite resources and education to achieve greater connectivity and deeper relationships

  • Establishing and executing succession planning

Explore our other services

Bonsai Exchange

We offer financial professionals carefully selected risk-management solutions to achieve determined outcomes for their clients.

Bonsai Advisors

Leveraging a world class digital infrastructure, innovative practice management models and the proprietary Bonsai philosophy, the Bonsai Advisor is able to drive unprecedented value.