About Us

• We are two senior executives with a combined 70+ years of experience. We formed StrategyB4Tactics to focus on the unique issues financial planners face when creating a succession plan while still growing their business. Most financial use a variety of marketing and operation tactics but do not develop a clear strategy for incorporating succession. We assist our clients in developing easy to implement strategies that tie all of their various marketing and operational tactics with an effective transition plan. Whether you are 15 years from a transition or wanting one today, we have experience in assisting advisory firms through the maze of issues.