The Stratos Practice Management Consulting Group is committed to the success of our financial advisors and the investors they serve.  Through a consultative process we work with you to understand your unique business challenges and help charter a course to get your practice where you want to be.

Regardless if you are a newer advisor or already running a 7-figure practice, there is always room for improvement.  In a very individualized way, our consultants work with you to capitalize on your strengths as well as help identify and develop other areas that will result in improved profitability, client growth & retention, and overall advisor satisfaction.


Although each practice is unique, there are several common areas where the Practice Management Consulting Group delivers guidance:

  • Creating a unique & differentiated value proposition to help better stand out from your competition

  • Building capacity and scalability in your business

  • Achieving exponential growth through more effective marketing practices

  • Optimizing human capital for better client service, higher employee retention, and a better work/life balance for your team

  • Exploring best practices from other top-producing teams, both in and outside of Stratos

  • Practice valuation and benchmarking assistance

  • Merger & acquisition support

  • Legacy planning and succession strategy

  • Building repeatable systems & processes resulting in a more efficient and profitable business

  • Becoming a “referable practice” in the eyes of your clientele

Brian 3.jpg

Brian Bunker

Director of Practice Management Consulting


Benjamin Engram

Senior Relationship Manager


Bob Murphy

Business Services Associate

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​ -

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Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor.

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