Strategic Advisory Portfolio Services are designed for organizations seeking deep, long-term relationships focused on creating high levels of sustainable value over time.
These engagement options move far beyond the limitations and inefficiencies of traditional consulting models, offering a partnership that becomes an integral part of the ongoing success and growth of your organization.
Rather than providing temporary fixes or surface-level guidance, Portfolio services are shaped to embed high-level strategic thinking and architectural support, evolving with your organization to meet its continuously changing needs and challenges.
A Partnership Beyond Legacy Consulting
Strategic Advisory Portfolio Services are not just about providing advice; they are about becoming an integral part of the very fabric of your organization.
Unlike traditional consulting engagements, where insights walk out the door with the consultant or get buried in verbose artifacts that are quickly outdated, Portfolio engagement options are designed for playing the long game together.
Through an evolving partnership, I learn to anticipate your needs and recognize opportunities as they arise. This approach enables agility and disciplined execution, all while keeping a constant eye on the horizon.
By embedding within your organization as a trusted advisor and partner, I offer refined insights, laser-focused stretegic guidance, and architectural support, developing a culture of continuous improvement and learning.
This isn’t about quick wins or low-hanging fruit, it’s about cultivating a dynamic, collaborative relationship that creates lasting value and promotes responsible, sustainable growth from within.
Exclusive Portfolio Client Benefits
Becoming a portfolio client means committing to a partnership that prioritizes your long-term success.
Your Problems Become My Problems
I take your business challenges personally, working tirelessly to find and implement solutions that drive your success. As a Portfolio client, your business needs are always top of mind, even outside of our scheduled time together.
Personalized Attention and Strategic Focus
Each Portfolio client receives my dedicated focus, with strategies and solutions tailored to your unique challenges. This personalized attention ensures that your needs are met using the most effective approaches to solving problems, mitigating risks, and pursuing opportunities.
Limited Availability for Maximum Impact
With a capped number of Portfolio clients, each relationship receives maximized attention and focus. Your place in the portfolio is guaranteed for the life of the relationship, ensuring continuity and exclusivity.
Guaranteed and Prioritized Access
Portfolio clients enjoy priority access to consulting sessions, ensuring your needs are addressed promptly and effectively.
Pre-Scheduled Times
Regularly scheduled sessions provide predictable, uninterrupted access to high-level advisory, ensuring consistent support for ongoing strategic needs.
Rate Lock-In
Your rate card for all Portfolio services is locked in at the start of the engagement, with no increases as long as the relationship is maintained, providing financial predictability and long-term cost savings. Rates for new clients will reflect the rate card in effect at the time they join the Portfolio.
Customized Strategy Development
Collaborate on the development and refinement of comprehensive strategies tailored to your long-term goals, ensuring alignment with your business vision.
Regular Strategy Reviews and Retrospectives
Benefit from ongoing evaluations and adjustments to strategies, maximizing their effectiveness and ensuring alignment with evolving objectives.
Deep Strategic Involvement
As a Portfolio client, you’ll engage in a partnership that goes beyond surface-level consulting.
I offer full access to my expertise, providing you not only with my knowledge but also with the insight and ability to frame and solve complex problems.
Together, we design systems that enable clarity and structure, creating long-term strategic value for the organization, its customers, and its employees.
Embedded "Player-Coach"
I work from within your organization, guiding, teaching, and supporting your team with hands-on leadership and mentorship that drives both performance and growth.
Phone-a-Friend
Access dedicated time blocks for urgent issues as they arise, ensuring that you have immediate support when you need it most.
Additional Exclusive Benefits
Portfolio clients also gain access to a range of additional exclusive benefits.
Exclusive and Discounted Access to Additional Time
Flexible, cost-effective access to extra consulting time, as needed.
Professional Network Access
Opportunities to connect, collaborate, and learn from an exclusive network of other portfolio clients and industry leaders.
Portfolio Office Hours
Weekly open office hours exclusive to portfolio clients, providing regular, informal access to advisory services.
Early Access to Content and Analysis
Receive early access to research, analysis, and curated content, keeping you ahead of the curve with the latest knowledge and trends.
Flexible, Long-Term Engagement Options
Strategic Advisory Portfolio Services offer two distinct engagement models, designed to provide flexible, long-term support tailored to your unique needs.
For organizations seeking deep, strategic involvement or a more tactical and adaptable approach, the Portfolio engagement options ensure consistent access to high-level strategic guidance.
Through either the intensive focus of a Fractional retainer-based engagement or a more flexible Concierge subscription-based engagement, you’ll receive the support needed to navigate challenges, capture opportunities, and create long-term, sustainable value.
Fractional: Intensive, High-Impact Engagement
Fractional: Retainer Strategic Architecture and Advisory
Fractional services provide the deepest level of focus, offering half-day or full-day blocks of dedicated time each week.
This model is ideal for organizations needing continuous, hands-on strategic support, with a strong emphasis on developing and implementing comprehensive strategies.
Fractional engagements are structured around commitment periods of a Quarter-Year (12 weeks), Half-Year (24 weeks), or Full-Year (48 weeks), with discounts offered for longer-term commitments.
Concierge: Flexible, Responsive Support
Concierge (Subscription): Flexible, Ongoing Support
Concierge services offer a more flexible approach, providing half-hour or full-hour blocks of focused time each week.
This model is prefect for organizations or leaders who need strategic guidance on a more adaptive, on-demand basis.
Similar to Fractional retainer engagements, Concierge subscription engagements are available in Quarter, Half, and Full-Year terms (12, 24, and 48 weeks) with longer commitments discounted.
On top of the flexible approach, Concierge clients also get full access to all Portfolio membership benefits as well as being given first priority for opportunities to upgrade to a Fractional engagement - when available - at the same locked-in rates as when you first joined the Portfolio.
This gives you the option to scale up to a more intensive advisory relationship over time as needs grow, trust builds, and budgets allow.
