Small Firm Target Miller Gesko as a lean investment advisory with growing revenue and potential needs for scalable compliance, security, and client onboarding solutions tailored to mid-sized practices.

Digital Presence Leverage their use of Squarespace and analytics to offer integrated marketing automation, website optimization, and CRM-friendly lead capture to boost client acquisition.

Security & Compliance With reliance on multiple web services and reCAPTCHA, position cybersecurity, data privacy, and regulatory compliance offerings as essential to protect client data and maintain trust.

Growth Readiness Revenue in the multi-million range suggests expansion potential; propose scalable back-office, advisory platform upgrades, and practice management tools to support growth and onboarding of new advisors or staff.

Competitive Landscape Given proximity to large peers in the wealth and insurance services space, present differentiated solutions in client experience, analytics, and cross-sell opportunities across investment, risk, and insurance products.