What We Do
Target audience : financial advisors for high net worth clientele
ScoreCard is a proprietary diagnostic tool. We spend one full day in an advisors office identifying gaps in their technology solutions, growth tools and overall organizational management and then “score” their overall health of their practice. We then provide a roadmap to help them improve areas identified as weaknesses.
Color Preferences
Blue purple black
Silver against black
Current websites for reference: www.fusionfp.com
Www.fusionnetix.com
Www.fusionblackops.com
Our Ideas & Additional Information
Scorecards like in sports
Easy to understand and convey this is a highly sophisticated diagnostic tool provided by industry insiders