• This blog post is part of a series highlighting Key Management Group team members.  Bill Stephenson combines his analytical skills and gift for problem solving to help develop financial plans for an advisor’s clients. Bill began his career as a financial advisor, but soon learned his passion lay more in the analytical side of […]

  • Client experience is a primary focus for many financial advisory practices. Rightfully so, as without happy clients a practice wouldn’t exist. Yet many advisors fail to deliver a seamless and consistent client experience, especially when it comes to financial planning. We found that the key to success is having clearly defined roles […]

  • This blog post is part of a series highlighting Key Management Group team members.

    Often the best consultants come from the industries they serve. This is certainly true of Andrew Alltop, Financial Planning Analyst with Key Management Group. Andrew started his career as a financial advisor. He quickly discovered he had […]

  • Scaling a financial advisory practice can feel like the classic chicken and egg paradox. You need to add more clients to increase revenue, but to serve those clients you feel you must spend more money on staff, technology, and other resources. Sometimes it’s a capacity issue, and you feel like you need to add staff […]

  • This blog post is part of a series highlighting Key Management Group team members.

    For the past seven years, Andrea Cwiklinski has served as a valuable member of Key Management Group. She came to us from an administrative support role in a financial advisor’s office. Originally, she began in our Practice Management division, but soon found […]

  • This blog post is part of a series highlighting Key Management Group team members.

    Melissa Johnson combines a background in education with a passion for building people as Team Leader of our Financial Planning team. She began her career working part-time in a bank while pursuing her a degree as an […]

  • The demand for financial advice has grown dramatically over recent years. As that demand has grown, so have client expectations about what advice and services a financial advisor should deliver. As a result, financial plans have become an integral part of the client relationship. The quality of those plans can make or break the client […]