Consulting
Our team shares an ardent desire to follow the ‘servant leader’ model in the context of working on our clients’ challenging projects.
Business Management
Improve customer experience, efficiency, and performance all while cutting costs.
Effective Delivery
Improve process, technology, and use of people within an organization to maximize efficiency and operate at an optimal level.
Change Management
Project integration and alignment of people, processes, structures, and culture.
Technology Assessment
Assess and select better, more cost-effective technology that reduces costs, increases efficiency, and drives optimization.
Experienced Consulting
WealthDrive’s consultants have a passion for defining and implementing process, organization and technology improvements serving growth-oriented and mid-market businesses.
Our aim is to be client and solution-centric and have the independence to serve our clients effectively without some of the offshoring and software vendor relationships that exist in many consulting firms today.
FAQ
Frequently Asked Questions
What size business do you work with?
Our firm can work with any size business, but our sweet spot is 1 to 50 employee groups.
How can you save us money?
Our firm can help reduce your employee benefit costs, increase business efficiency, and reduce technology expenses.
Do you sit on any corporate boards?
Our firm sits on both corporate and non-profit boards. We also serve in an advisory capacity to the board.
Why do I need a consultant?
If you would like a different and unique perspective, approach, and successful outcome, then our answer would be yes.
How long is the average consulting project?
Our typical project from beginning to end is roughly 90 days long. The timeframe is largely determined by the size of the project.
Are there performance guarantees?
Yes, there are most certainly performance guarantees with our work product. If you aren’t happy, then we aren’t done.