Nine bespoke tools. One operator.

Every tool below was built for this pitch and is live in the browser. Click any card to open the working model.

Five advisor archetypes. One recruitment engine.

Every TSG advisor scored, every office mapped, and an attract / support / grow / transition playbook wired to each dominant archetype.

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Role Impact Simulator™

Model the return on the seat.

Drag sliders for each gap — organic growth, retention, digital adoption — against TSG's own base and watch KPIs recompute live.

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Peer Benchmarking

Where TSG sits versus Steward, Sanctuary, Merritt Point.

Capability matrix, C-suite hiring timeline, and the executive gap at $20B+ — visualized side-by-side.

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Current State

The full current-state review.

Where TSG stands today across AUM, offices, digital surface, and brand cohesion — the baseline every claim in the pitch is measured against.

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Branch Map™

Live dashboards for every office.

Signals of Clarity applied at the office level — advisor roster, archetype mix, and playbook for each of the 24 locations.

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Marketing Overhaul

One brand voice, eight front doors.

The publishing calendar, editorial system, and local-search plan that consolidates eight sub-brands under a single TSG voice.

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The Chronicle

TSG's own inflection points.

The timeline of TSG's growth arc — every acquisition, every scale threshold, every moment the seat should have been named.

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Advisor Transition Guide

New-advisor onboarding, backed by Signals of Clarity.

The onboarding playbook for new advisors joining TSG — sequenced ramp milestones, book-transition checkpoints, and coaching cadence, each mapped to the Signals of Clarity so progress is measured, not assumed.

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Markell E. Byrd

The executive behind the pitch.

MD — Enterprise Growth Architecture & AI Strategy. Nearly 20 years of enterprise-scale leadership across $100B+ portfolios, agentic AI deployment, and the exact platforms TSG needs next.

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Important notice

The proprietary frameworks, tools, and narratives presented on this site are the intellectual property of Markell E. Byrd — GreenByrd Consultants LLC and are shared for discussion purposes only. All data, projections, and examples are anecdotal and illustrative unless otherwise stated; they do not constitute financial, investment, or legal advice.