For Distributors Seeking Strategic Advantage

Intelligence In Action™

Distributors manage extensive advisor networks while having limited visibility into what's actually constraining practice-level performance. This forces resource allocation based on industry assumptions rather than systematic intelligence about real advisor needs.

Through 15 years of working inside advisor practices, over 5,000 engagement surveys, 500 strategic interventions and 50 full practice transformations, we've developed unprecedented intelligence about the constraints limiting advisor success - often very different from the problems advisors think they have.

While the industry makes a millimeter of progress in 1,000 directions through oversaturated solutions that generate sub par results, our methodology targets the critical constraints that create disproportionate returns. This systematic intelligence enables distributors to maximize advisor support ROI, differentiate their value proposition, and architect measurable competitive advantage through evidence-based resource allocation.

Learn how systematic intelligence transforms distributor competitive positioning →

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Contact us today to schedule a conversation and see how we can help your most valuable assets reach their full potential!

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THE GUESS-A-THON: Trapped in a costly pattern of misdiagnosis

You're responsible for thousands of advisors but have limited visibility into what's actually happening in their practices. This creates a dangerous cycle:

→ Limited visibility leads to assumptions about advisor needs

→ Resource allocation based on guesswork, not systematic intelligence

→ Misaligned solutions that create costly business disruption and confusion instead of value

→ Eroding trust as advisors lose confidence in MGA support

→ Squeezed margins from ineffective initiatives that don't deliver ROI

The reality: 100% of comprehensive advisor diagnostics reveal major compliance and operational risks that advisors don't even know exist.

You're not just guessing at solutions - you're guessing at problems that may not even be the real problems.

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WHAT 15 YEARS OF INVESTIGATION REVEALS

Systemic Problems:

"Successful Despite Themselves":

Many advisors have tremendous potential and are successful, but are significantly held back by specific constraints they can't see. These aren't advisors in crisis - they're the consistent performers who could be exceptional with focused intervention in the right places.

Intentional Points of Intervention:

Through systematic investigation, we identified that a little focused effort in the right places yields disproportionate returns. Our entire methodology is built on these findings - targeting the specific leverage points that create exponential improvement rather than incremental change.

The Industry's Five Systemic Problems:

Inertia Paralysis: Advisors bogged down by "the way things have always been done" suffer from inability to change, even when they know change is needed.
Decision Paralysis: When there are numerous potential opportunities to change, advisors suffer from analysis paralysis. Too many options create no action.
Politics Over Progress: Significant debating and fighting among colleagues about what should be done results in nothing meaningful being accomplished. Internal politics prevent implementation.
Ideas Without Reality: Someone with a great idea who can sell it internally fails because the solution isn't rooted in actual operational reality.
The Millimeter Problem: Making a millimeter of progress in 500 directions instead of a meter in 5. Oversaturation with untested solutions leaves real problems unsolved.

Our Solution: Deep dive on real problems combined with reality checks on what's actually happening. This approach delivers real progress and proven results, not theoretical improvements.

What if you could take the same resources... but achieve dramatically better results by knowing instead of guessing?

Distributor Downloads

How Etc. projects' Intelligence In Action™ Transforms Canadian MGA Competitive Positioning (pdf)