ADVISORY
Experienced outside perspective, available as the work evolves.
An Advisory Retainer provides our client with ongoing access to senior AHA Group counsel on key issues, initiatives, priorities and decisions where HNW / UHNW client expertise and independent perspective can strengthen the outcome.
DESIGNED FOR
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Strategic counsel on active priorities and initiatives.
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Independent perspective at important decision points.
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Challenge, guidance and experienced judgment as work evolves.
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Consistent access to senior AHA Group expertise.
THE AHA GROUP ADVISORY PROGRAM
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Retainer hours are purchased in blocks of 12 hours.
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All hours must be used within one year.
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Hours are billed in 30-minute increments.
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All hours must be scheduled a minimum of 48 hours in advance.
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Hours may be used by any FTE or division of the client.
THE ADVISORY BOUNDARY
Advisory is focused on counsel, perspective and judgment. Needs that move into our research, proprietary IP, on-going development, deliverable creation or consulting work are scoped separately.
Clients Advisory is Perfect For
Advisory is well suited for leaders and organizations who know what they are trying to accomplish and are looking for experienced outside perspective to inform how they get there.
That may be a founder working through a significant question about client experience or market positioning. A leadership team navigating an initiative where the stakes are high and the margin for error is low, or a private equity firm that has acquired an asset in a market where client experience is central to determining what that asset is worth.
It is equally well suited for situations that are less dramatic but no less important. An organization in the middle of implementation that wants a knowledgeable, experienced resource available when questions arise. A leader who simply wants a trusted outside perspective on call as their work progresses. Or an existing consulting client who has concluded an engagement and wants to maintain access to experienced counsel on an ongoing basis.
What these engagements share is not the scale of the organization or the size of the issue. It is the recognition that an experienced, independent perspective, applied at the right moment, produces a better outcome than the one arrived at without it.
Engagement Options
Advisory is structured in two ways, depending on the nature of the issue and the level of ongoing support that would be most useful.
Single Advisory Session
For leaders and organizations with a specific issue, initiative, or priority that would benefit from focused outside perspective. A single session brings experienced judgment to bear on a defined matter, a second opinion, a critical question, a decision point that deserves more than the perspective currently in the room. It is well suited for situations where the need is clear and the value of outside counsel lies in the quality of a single, well-informed exchange.
Advisory Retainer
For leaders and organizations who benefit from sustained outside perspective over time. A retainer is well suited for initiatives already underway, priorities that are evolving, and situations where continued independent counsel strengthens the quality of leadership judgment as work progresses. It provides consistent access to experienced outside perspective at the moments when it matters most.
Ready to Make Your UHNW Customer Experience Exceptional?
Our clients contact us with a distinct business challenge in mind - how can they strengthen the experiences they deliver to their affluent and UHNW customers, better prepare their people to engage their customers, or simply how to win and retain more UHNW customers.
Sometimes that work begins with a consulting engagement. Other times, it is a one-day executive facilitation session, sales training, wealth briefing, or an UHNW keynote.
​We welcome your inquiry through our contact page or directly to William Andrews at williama@ahaexperience.com.