Next Peak Advisors LLC

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Next Peak Advisors LLC

Savings
20% discount for speaking engagements & 10% discount for consulting or project-work
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  • Description
  • Advantage
  • Benefits
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Next Peak: Elevating Talent, Amplifying Growth

We’ll take human resource strategy and talent management off your plate, and align your human capital and talent strategy with your business goals. Our scope of services includes:

  • Compensation strategy and design
  • Career track development
  • Role architecture
  • KPI setting and performance management systems
  • Recruitment and retention
  • Training & employee onboarding
  • Organizational design
  • Capacity and workforce planning
  • Coaching models
  • Culture

FPA Advantage

Advisor benchmarking studies consistently note human capital as the largest annual expense for advisory firms. Let us help you maximize your talent strategy to best support your firm’s growth goals.


FPA members will receive a 10% discount on consulting and project-based support and 20% discount on speaking engagements and workshops.


Whether re-designing your compensation plan to measuring your capacity and creating a long-term workforce strategy, we not only will help you think things through, we will “do the doing”. Our services for FPA members extend beyond consulting to include project-based design and implementation.

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Benefits

  • Time savings for owners and COOs.
  • Cost savings through a fractional outsourced Chief People Officer (monthly packages range from 5-30 hours/month or can be used ad hoc) vs hiring full-time in-house.
  • Deep knowledge of compensation, career paths and talent strategy best practices at RIAs.  
  • Heavy-lifting to get people-related projects to the finish line and off-the-ground.
  • Founder has 20 years in the industry in sales, advisor training, learning & development and practice management.