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- Value Stream Mapping to identify improvements
- Facilitation of kaizens for improvements
- Lean Daily Management
- Strategy Deployment – a leadership tool for ensuring a laser-like focus on your strategic priorities
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- 2-3x increase in advisor capacity
- $4 MM cost reduction at a wealth mgmt advisor company
- $19 MM cost reduction at an internet bank
- $1.2 MM cost reduction at a community bank
- $6 MM cost reduction at an insurance company
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- Reduced non-value add time for advisors
- Improved client contact
- Growth capacity
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