Guided by Process

The Alpha Wealth Management Consulting Process

Based on the program chosen, our process includes the following:

  • We deliver content both virtually and in person.
  • We conduct interviews with both individuals and teams.
  • We perform a thorough analysis of the business.
  • We implement a number of sophisticated third-party diagnostic tools, including Everything DiSC®, to improve team dynamics.
  • We conduct a thorough review of the processes being utilized to run the business.
  • We assess the growth strategies currently in place to obtain more business.
  • We assist you in developing a robust and durable action plan to enhance productivity and efficiency thereby increasing capacity for growth.

Alpha Wealth Management Consulting, Inc. is an independent Everything DiSC ® Authorized Partner. Everything DiSC ® is a registered trademark of John Wiley & Sons, Inc., or its affiliated companies.