Intersect Consulting is a premier consultancy founded by “Dr. Bob” Seaberg. With three decades of experience in the financial services industry, Dr. Bob retired recently from Morgan Stanley as Managing Director and Head of Wealth Advisory Solutions.
Intersect Consulting offers education, consulting and coaching to wealth management professionals and to executives and board members at non-profit organizations. In particular, Dr. Bob helps them to identify what makes their offering truly unique and compelling and to ensure that they communicate that uniqueness most effectively.
For wealth advisors, providing value and experiencing real growth may be found through focusing on the intersection of the relational arts — skills which help one better to understand and especially to empathize with others — with investment advisory knowledge and legacy planning.
In non-profit organizations, insights about differentiation and growth may occur through examining the borders between and overlaps among board governance, strategic planning and the development of major and planned gifts.
Wealth advisor or non-profit executive, we look forward to working with you. Please contact us to discuss how we may be of service.