Testimonial Archives |
What the Experts Say About Us
When you want to know if a consulting firm delivers real results, don’t ask the firm. Ask its clients. Here are a few observations from successful financial advisors with whom we have had the privilege to work. They say you are judged by the company you keep, we certainly hope so.
“Working with Quantuvis, in two years we saw assets under management rise 200%, revenue per client climb 245%, average account size increase 250% and total revenue grow by over 90%. To say we couldn’t have done this on our own is an understatement.”
“Quantuvis did so much more than just give us a plan – they gave us the power to make it happen, actively partnering with us to make our firm more efficient, more profitable, and more valuable. Quantuvis really does redefine consulting.”
“I needed the hands-on, get it done approach Quantuvis is known for, to help me drive growth while shifting into a more hands-off phase and still maximize the value of what I’ve built. ”
“If you’re looking for somebody who can help you move onto the next level of efficiency, effectiveness or growth, you really need the Quantuvis team. We retained them to come in and do for us what we do for clients: assess overall needs and goals, build strategies for meeting them and develop tactics to build from there. We started three years ago with a Total Business AuditSM – and we continue to work with them. Since life changes daily, it helps to have someone we can turn to and say, “This just came up…help me think through it.” They’ve always been right there quickly, dependably and thoughtfully. ”
“Working with Quantuvis has been extremely helpful – especially what I call their “Roll Up Your Sleeves Effect.” They’ve got a great attitude about jumping into the detail. For instance, they recently helped us redefine the more than 20+ positions in our firm, down to creating every detail of the career ladders and actually writing individual job descriptions for us. They’re also very valuable as an industry resource, with the ability to give us unvarnished insight into what’s going on, without the spin you get in magazines. I’d say that if you’re at a transition point in your business, ready to take it to the next level and put all the necessary infrastructure in place, Quantuvis is an excellent resource.”
“What I like about Quantuvis is they understand “gardening”… they don’t just look at what’s above ground, they get into the mud and the muck to deal with the root structure. And what we really needed was help with our root structure. We needed a new infrastructure to help us handle our growing client base, our growing team, and every aspect of our growing business – the right way. Now, after two years of working with Quantuvis, our business is four times larger, all because of infrastructure improvements. In fact, we find ourselves growing so large and so fast that we’ve “re-retained” them to help us get to yet the next level.”
“We started with an inventory of who we are and where we are, then identified eight key issues to address and have accomplished most of them so far. I’ve worked with other consultants, and most provide insight and theory and then check in occasionally to see what I’ve accomplished. What Quantuvis offers that sets them apart is their practical experience and the ability and willingness to share that. They bring practical knowledge from their extensive, hands-on experience with advisors. I need to rely on knowledge that isn’t from a textbook, and Quantuvis comes from the real world. We’ve been working with Quantuvis for about two years now and will continue for the foreseeable future.”
"We have been working with Quantuvis (formerly DP Group) in our Broker/Dealer group program for almost a year and a half. We have found the program content to be head and shoulders above the other consulting services and coaches we have tried to use over the past decade. Their knowledge of the financial services industry has allowed them to help us significantly improve our services without wasting a lot of time getting educated on our industry.”
“We continually use all the form formats for goals, pro-active treatment of clients, our agency staff functions and flow manual, sales meetings, staff meetings, quiet time, schedules, etc. It sometimes takes brow beating to keep some staff from slipping back into old, sloppy habits, however, I’ve been very pleased with the majority of my staff’s ability and willingness to persevere. From time to time I do a mental check to make sure we are up to date on all aspects of the business functions as though you are looking over my shoulder. Please keep up with the correspondence – I always enjoy hearing what’s up at Quantuvis and it also gives me cause for the mental checklist.”
“Quantuvis has transformed our office. I am no longer interrupted by phone calls all day and I no longer play telephone tag, yet my clients and referral sources feel as cared for now as they did when I responded to calls on demand. As we put each of Quantuvis’ system into place, our office has become the calm, ordered, reflective environment that I envisioned when I decided to go into business for myself.”
“Quantuvis gets tactical, and they have the ability to actually get things done rather than philosophize all day as many consultants do. Their work in restructuring, organizing and systematizing our firm has helped us flourish…we wouldn’t be where we are today if it wasn’t for their great help.”
“As solo practitioners, or even ‘managing partners’, we too often can only see as far as the immediate horizon of our practices. Stephanie’s energy and insights have helped us to expand not only our professional ‘field of view’, she has helped guide us back to a rich and happy balance between our professional and personal lives. Stephanie has been of invaluable assistance in taking our practice to a much higher and much more profitable level.”
“Working with Quantuvis has been a ‘breath of fresh air’ for me and my practice. As solo practitioners, or even ‘managing partners’, we too often can only see as far as the immediate horizon of our practices. Stephanie’s energy and insights have helped us to expand not only our professional ‘field of view’, she has helped guide us back to a rich and happy balance between our professional and personal lives. Quantuvis has been of invaluable assistance in taking our practice to a much higher and much more profitable level.”
“Quantuvis has been incredibly helpful towards aiding our staff in getting the right message across. Our business was doing well before, but already it has gone from a laborious inefficient group to more of a well-oiled machine. It relieves quite a bit of stress when you are confident and comfortable with the business and procedures you carry out on a day-to-day basis.”
“Before I started working with Quantuvis, I didn’t really know where my sources of referrals were coming from. I thought I knew, but I was quite surprised by what I found out when I completed my first exercise with her. What I learned about my own practice immediately changed the way I focused my marketing efforts. Working directly with someone as knowledgeable and helpful as Stephanie has made my practice become much more clear and meaningful to me”
“Quantuvis has taught me confidence in marketing to clients, confidence in marketing to advisors, and confidence in quoting a respectable fee to clients. She has helped me set up a complete marketing plan. As of August, my year’s revenue is already ahead of what it was for all of last year!”
“Quantuvis has provided our firm with valuable advice about how we can improve the results of our relationships with clients and with advisors. She has a unique insight and ability to critically evaluate the effectiveness of a practice.”
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