Innovative Consulting
At Key Consulting, We Believe Knowledge Empowers You!
Whether you're a Financial Professional feeling stagnant at your current broker-dealer or part of a dynamic team eager to redefine your value and expand by attracting exceptional talent, Key Consulting is here to support you.
We are committed to equipping our clients with the knowledge and resources necessary to make informed business decisions, empowering them to advance their businesses and unlock their full potential.
At Key Consulting, we offer complimentary consultations on a range of topics, including broker-dealer transitions, business development strategies, staffing solutions, recruiting, and sales coaching. Begin your journey with a free, confidential consultation today!
Client Stories
With the perfect mix of tenure and passion, our consulting firm has a proven track record of assisting numerous clients in overcoming organizational hurdles. Read on to discover what our clients have to say about their experiences with us. Get in touch today to witness it firsthand!
China and Key Consulting truly listened to my needs, wants and deal breakers while looking for a new Broker Dealer. Within days we were communicating with several firms that met all our needs and China worked with us closely to select the best one for our team and our clients. We're thrilled to have worked with China and look forward to using her other services as we grow through acquisition.
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- Daniel
Key Consulting & Placement Services connected me with the ideal broker dealer and OSJ that aligned with my goals and values. Their personalized approach made all the difference and I'm so excited with our future at our new firm!
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- Alexander