Bonsai Consulting

Keeping Pace with Changing Times

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Transformative change is a daunting endeavor, especially when faced with uncertain market dynamics. Bonsai empowers organizations to rethink, retool and differentiate themselves in this ever-changing environment.

Bonsai Consulting leverages its proprietary philosophy, deep industry knowledge and relationships to deliver value creation. We offer consulting services to develop corporate strategy for organizations as well as practice management for advisors.

Corporate Strategy

Vision and Mission - Long Term Strategy - Organizational Design and Change Management - Data Driven Decision Making - Product Innovation - CODE Messaging - Distribution and Marketing Strategy - Financial Consulting and Capital Deployment

Practice Management

  • Evolving the financial advisor value proposition

  • Driving client acquisition and growth

  • Equipping advisors with the requisite resources and education to achieve greater connectivity and deeper relationships

  • Establishing and executing succession planning

Explore our other services


Our proprietary wealth planning software, allows financial professionals to conduct an asset-liability conversation with their clients.

Bonsai Exchange

Offers financial professionals carefully vetted and selected risk management solutions that includes annuities, long term care, disability, and life insurance, home equity investments as well as a business valuation and prospecting tool.

Bonsai Advisors

Leverages a world class digital infrastructure, innovative practice management models and the proprietary Bonsai Philosophy that allows advisors to drive unprecedented value to clients.