Ephor Group is an advisory firm that provides expertise, resources and useful capital for emerging businesses.

Wealth Advisor

Benefits & outcomes of working with a Wealth Advisor:

  1. Provide a robust management platform including reporting, analytics, decision making frameworks and tools.  

    1. Focus a greater percentage of time on strategic and operational activities.
    2. Monetize and maximize assets.
    3. Mitigate and reduce risks.
    4. Drive Accountability, Teamwork, Performance, Development, Leadership, and Profits. 

  2. Drive Profitability and Performance without increasing costs.
    • Key Operating Indicators and Drivers Known and Understood at the Daily Branch Level, 
      per Field Location, Function and Corporate Levels.
    • Service & Process Excellence: The Playbook, Programs, and Practices.
    • Process Optimization: Engineered Processes and Functions.
    • Empowered Frontline Decision Making Capability
    • Better Control: Adaptability & Flexibility
    • Reduced Operational Risk.
    • Reduced financial risk:
      • Buttoned up process for managing Cash, Customers, Capital, and Capabilities.
      • Reduce stakeholder risk and shareholder risk through improved process and information flow (lenders, investors, management).
    • Grow your practice &/or streamline your services.
    • Control expenses without additional overhead. 

  3. Improve your Wealth Model.
    1. Create Strategic Optionality.
    2. Define your Succession Plan.
    3. Brand & Franchise Effects.


Ephor Group Wealth Creation News RSS feed

News & Updates

Let's meet and connect in 2017 at one of the following events:

2016 news recap:

Capital Conference Logo Inc 5000 Logo SHRM Conference logo 2016 HRTech conference logo 2016 logo Microsoft Conference 2016

Read more Ephor' News.


HRTech eRecruiting
The Value Equation

institutional investors | latin america services | site map | print site

Ephor Group is an operating partner for entrepreneurs and investors.

All Rights Reserved. Copyright © 2016 Ephor Group, LLC.  

W3C Validated