Where Strategy Meets Execution in Financial Services
Planning Advantage Group delivers strategic and operational consulting to financial institutions navigating the convergence of workplace benefits, personal wealth management, financial planning, banking, insurance, and institutional services.
We help organizations clarify direction, build alignment, and execute with confidence in the financial services landscape of tomorrow. From go-to-market strategy to platform integration, we partner with firms to create lasting value—whether optimizing operations, expanding into new channels, or building integrated offerings for the next generation of clients.
Rooted in decades of industry leadership across operations, sales, transformation, and client strategy, we understand the challenges—and opportunities—facing financial firms in an era of rising expectations and disruptive change.
Explore how we help bridge strategy and execution to position your business for sustainable growth.
Contact Us
info@planningadvantage.com
+1 (719) 401 - 1907
Areas of Practice
Strategic Growth & Operational Consulting
In a market shaped by fee compression, demographic shifts, and evolving client behaviors, financial institutions need sharp strategies and tighter execution.
We help firms align growth goals with operational excellence—whether launching new capabilities, driving cross-functional transformation, or improving efficiency to stay competitive in a dynamic environment.
Workplace, Wealth, Banking and Insurance Integration
Disconnected service models, siloed product offerings, and fragmented delivery weaken the client experience and limit growth.
We advise on strategies that unify workplace and personal finance offerings, embed planning and wellness into participant experiences, and elevate the advisor value proposition. Our approach emphasizes not just experience design, but also product alignment—ensuring capabilities, tools, and offerings work together to deliver integrated, technology-enabled solutions at scale.
Future-Ready Advisory and Benefit Solutions
Rapid shifts in workforce needs, investor expectations, and the tech stack are redefining how advice and benefits are delivered.
We help firms anticipate change and respond with confidence—designing scalable approaches to employee benefits, advisory services, and financial planning that meet tomorrow’s expectations, today.
Industry Challenges by the Numbers
The financial services landscape is evolving—fast. These data points highlight the challenges and opportunities shaping the future of retirement, wealth, banking, and insurance services.
73% of clients want a single financial services provider for banking, investing, and planning—yet only 27% feel their providers are delivering a seamless experience. - EY Global Wealth Research Report, 2023
Opportunity to bridge workplace, wealth, banking, and insurance service models into one integrated client journey.
Only 35% of Americans have a formal financial plan—despite 81% saying they want one. - Schwab Modern Wealth Survey, 2023
Many wealth and retirement providers are missing a significant opportunity to scale planning-led models across customer segments.
Over 65 million U.S. households fall into the “mass affluent” segment—yet most say they feel “ignored” by both traditional banks and wealth firms. - Cerulli Associates, U.S. Retail Investor Report, 2023
This underserved market presents a prime opportunity for scalable, planning-led services.
85% of banking and wealth executives cite legacy systems as the number one obstacle to delivering scalable innovation. - Deloitte Banking and Capital Markets Outlook, 2024
Strategic operations redesign can create the capacity for digital growth and advisory transformation.
The data and statistics presented on this site are sourced from publicly available industry reports and third-party research. All trademarks, logos, and brand names are the property of their respective owners. Planning Advantage Group makes no claim of ownership over these materials and uses them solely for educational and illustrative purposes. For full context, please refer to the original published sources.
Get in Touch
Call, email, or schedule a no obligation consultation to discuss your needs.