Technology The Client The Market Is Changing

I invited Sam to speak to an audience of investment professionals. He didn’t disappoint. His engaging stories and examples, together with a framework and set of tools he provided left the audience inspired and equipped with insights that they could apply.

Sam is a master storyteller, and has this captivating ability to link events in the past with current trends. Getting entertained and educated is a surefire combination for those in attendance to take action.

What makes Sam’s presentations so powerful is his ability to weave data-driven research and findings with compelling and engaging stories to make them stick with the audience long after the speech is over.

We hired Sam to undertake a bespoke strategic analysis to position our private wealth business for the future. We chose Sam because he brings industry knowledge and hands-on experience to the technical, operational, client-facing and regulatory challenges facing private wealth businesses today and how to deal with them. Sam’s analysis and recommendations were very well received and are being implemented.

Sam’s natural talents include the ability to cut through distraction and noise and focus on delivering outcomes. His strategic mind and eye for creating opportunities vs getting stuck in roadblocks means he is able to create solutions for complex problems without taking a lot of time to get it done.

Our firm was at a turning point deciding on how to position ourselves to continue growing in a changing market landscape. … Sam was instrumental in helping us analyze, negotiate and ultimately select the best strategic alternatives.

In the rapidly evolving fintech industry, we’ve had to continually adapt our objectives and business models to sustain our growth. Sam has been an invaluable advisor, guiding us through our options and helping us make well-informed decisions.

Working with Sam helped clarify our approach to distribution and capital raising. In our sessions, Sam was able to challenge our thinking on market positioning. His insights on human behavior and how we might leverage that were extremely helpful. The resulting new distribution and capital strategy has helped position us strongly for the future.

Our start-up was at a key stage in our growth. Sam helped us clarify our objectives, explore capital-raising options, and negotiate with potential partners. With Sam’s help, we’re now a financially strong operation, securing additional contracts and expanding our business.