Onsite Format
Consulting expertise, by your side, on your team.
With each onsite consulting module, you receive:
- An onsite visit from a Certified Practice Analyst
- A written vision for success to drive the strategies introduced, build team alignment and gain consensus
- Strategy workbooks, step-by-step guides and sample language scripts for reference as you implement your new strategies
- A detailed Implementation Report of the visit which includes a summary of actions taken and decisions made and future recommendations for achieving your vision
- Two follow-up consulting calls1 to support the strategies learned and the coaching received during the onsite visit
- Two one-hour wealth management consulting calls with a Mercer Advisors Certified Financial Analyst to ensure financial gains are properly captured and exploited
1Mercer Advisors 360° Planning clients receive ongoing coaching as part of their web-based sessions with their Practice Consultant.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Forbes and Investment News rankings are for Mercer Global Advisors Inc.
