KMG analyzed our client base, our investment practice and our individual strengths and weaknesses and provided a disciplined methodology for client management. Their tracking tools have led to consistent growth in both our client base and assets under management.

KMG has done for us what we do for our clients every day. We believe that balanced planning leads to balanced living, and we focus our company’s efforts on helping our clients in this way. Now that we are working with KMG, my team and I can enjoy a better quality of life too.

An Advisor who truly cares about his clients will seek to ensure that he makes and keeps commitments to them in each of the critical areas of their financial plans. I lacked confidence in our structure to consistently deliver excellence in this area and found myself doing a lot of worrying. KMG has provided us with the necessary systems to do so, and a lot less worrying.

I don’t know where I’d be without Key Management Group.They’ve been a part of pivotal moments in my practice.I’m also more productive, more efficient, and not running myself ragged. They’ve just been vital to the success of my practice.

KMG has been instrumental in our recruiting and hiring strategy. As busy advisors/ leaders of a large team we don’t have the time to source candidates or give the attention needed to sifting through resumes and hold initial screening calls. KMG does all of this for us. We are very pleased with the work they do for us and will continue to engage with their team for our hiring needs going forward.

It has been comforting and empowering working with Key Management Group. They don’t just step in with solutions first. They lead, teach, coach and encourage us to solve the problems ourselves.

To my fellow colleagues, when considering a company to handle a practice purchase or calculate your business valuation, consider Key Management Group. Not only is their pricing fair, but they are in my opinion, the superior and best option when it comes to the other resources/companies we have to choose from. Their professionalism and responsiveness is world class. Not only did I get a same day response, but they helped me find the solution I was looking for as well as provided additional resources to help support the deal.

We had an IDPA done for our practice and followed it up with ongoing practice management coaching. KMG provided us with a detailed report and an action plan for making improvements. Key Management is truly a full service company and we know that they can help us with all aspects of practice management and growth opportunities.