Eric Martz Email & Phone Number

MARTZ Solutions Group works with financial services executives to increase end-client-savvy practice management disciplines through an improved operating system. (EXPERTISE in Practice Management, Asset Allocation, Portfolio Construction, Product Selection)WE BELIEVE: Improved practice values result from a balance of input from hard-edge and soft-edge practices. Soft-edge contributions from areas of organizational health, operational discipline, and process execution practices. Our purpose is to partner with your firm to maximize practice values through improved soft-edge contributions.RESULTS WE PRODUCE: Simple, repeatable processes to keep your business on track from quarter to quarter, maximized enterprise value, an operating system to support your exit/growth solution, and a plan and do this without hiring additional full-time, highly-paid staff.THE SECRET: We help you to migrate to a more systematic process-oriented practice supported by organizational discipline and the relentless execution of goals by applying proven disciplines of military accountability and execution.#1 PROBLEM WE SOLVE: The key to raising the efficiency of your advisory business is to execute processes and strategies that will generate transferable practice value. HERE'S HOW: Your engagement process begins with a phone or video call. Once we agree that there is a reason to proceed, we initiate a practice assessment. This assessment will identify areas of general need and any for which an in-depth engagement makes sense. Each engagement is a value-based engagement with fees based on your perceived value of outcomes, not on the time required to develop and deliver a solution.WE OFFER Two types of engagements, month-to-month Retainer-Oriented engagements, and quarterly Goals-Oriented engagements. Our fees are value-based, meaning that your perception of value is the first point of attack, not hourly fees, which may favor the consultant and possibly a conflict of interest.There will always be greater value in well-managed organizations. Those who choose not to invest in their firms and give prospective buyers an opportunity for material growth after acquisition will experience lower valuations.OUR GOAL - We will enter into collaborative relationships in which responsibility is shared with you, skills are transferred to you, and dependence on us is gradually diminished to the point of disengagement.ericmartz21@gmail.comhttps://calendly.com/martz-solutions-group

Listed skills include Business Planning, Portfolio Management, Investments, Leadership, and 46 others.