Small firm footprint Target the firm’s insurance, financial planning and retirement services for individuals and small businesses, highlighting scalable solutions that fit a 2-10 employee company and its owners.

Succession focus Position offerings around business succession planning and risk mitigation to protect both the family and business in triggering events, a likely priority for a small professional services team.

Digital presence Leverage their online, nationwide positioning and emphasize digital advisory capabilities, remote collaboration, and compliant access to investment and insurance products across multiple states.

Regulatory clarity Clarify eligibility and compliance requirements for securities products in each applicable state to streamline onboarding and reduce friction for prospective clients seeking investment advisory services.

Tech-aware Offer integrations or optimizations that complement their current tech stack (Cloudflare, Microsoft 365, analytics tools) to improve client experience, data security, and operational efficiency.