Services

The Orchid Alliance utilizes deep experience to deliver sophisticated training, coaching, marketing, product, and platform solutions to the financial services industry.


Kar Consulting logo

KAR Consulting Inc.

KAR Consulting Inc is a coaching and consulting firm dedicated to providing tangible results in the reinvention of a financial advisor’s business model by focusing on the transition of assets to advisory, advisory asset pricing, and business model optimization (removing the inefficiencies).

  • Consulting and Development of Firm Advisory Initiatives
  • Keynote Speaking
  • Sales Leader Development (Train-the-Trainer)
  • Advisor Workshops
  • Individual Advisor or Team Coaching

Team Edge Consulting

Team Edge Consulting

Team Edge Consulting provides team formation, team optimization, and succession planning solutions for wealth advisory firms and teams to drive productivity, to enhance client satisfaction, and to improve the quality of life of key stakeholders.

  • Consulting and Development of Firm Team Initiatives
  • Keynote Speaking
  • Sales Leader Development (Train-the-Trainer)
  • Advisor Workshops
  • Team Coaching

ITC Strategies

ICA Strategies

ICA Strategies is a product and platform consulting practice utilizing 30 years of experience to assist financial services firms with the development and launch of investment products and advisory services and with the evolution of broker-dealer and RIA platforms and technology.

  • Platform Design, Development & Implementation
  • RIA Launch and Support
  • Investment Product Launch
  • Technology Solutions


Westcott Associates Marketing and Media

Westcott Associates Marketing and Media specializes in Financial Services providing custom marketing, public relations and communication services targeted to our clients’ future prospects and existing clientele. We have done extensive work with RIAs and middle market Wealth Management firms. We collaborate closely with clients to build or strengthen brand, messaging and marketing strategy through a comprehensive communications process.

  • Key Messaging and Strategy
  • Naming Your Firm
  • Logo Design
  • Branding of All Communication Mediums
  • Website Development and Execution
  • Capabilities Brochures and Product & Service Overviews
  • Video Production, Animation and Web Services
  • Social Media
  • Public Relations Strategy, Training and Execution
  • Writing Services