Strategic Planning

Strategic Planning

Firms with strategic plans are 12% more profitable.
We get your team thinking strategically.


Our Approach

Our purpose is to elevate the industry through driving purpose and performance for your organization. A partnership with Zweig Group means you benefit from our cumulative efforts over the last 35 years. Our team is more than facilitators, we are designers. Our advisors work directly with you to define and then achieve your vision, mission, values, and critical goals and objectives.


We collect extensive amounts of data, perform in-depth research, and take the time to build a relationship with your firm based on knowledge. Our partnership allows us to compare your operations to our comprehensive data set of industry benchmarks and best practices to give you the confidence needed to succeed.

Zweig Group delivers a customized, unique, and differentiated experience utilizing our expertise to follow successful and proven structures that allow you to meet your goals while respecting each individual firm's specific culture, history, and values. We deliver a real plan, with real goals, real action items, and real accountability.

An essential and primary investment, strategy development aligns your team around a just cause and provides a roadmap that everyone can follow.

Our Strategic Planning Services

Strategic Planning

Resources

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Research & Publications

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