Live models are grouped first. Insight reports and downloadable PDFs follow. Click any card to open it.
Drag levers, pick markets, and explore scenarios in the browser.
Read the current-state review, peer analysis, marketing plan, chronicle, and downloadable PDFs.
Quick answers about the TSG Growth Charter, the Chief Growth Officer case, and how the site is organized.
A private business case prepared by Markell E. Byrd for a Chief Growth Officer seat at TSG Wealth Management. It makes the case that TSG has outgrown its informal growth model and needs one accountable owner for organic growth, brand, digital transformation, succession, and talent development.
Markell E. Byrd is the executive behind the pitch. He is the MD of Enterprise Growth Architecture & AI Strategy at GreenByrd Consultants LLC, with nearly 20 years of enterprise-scale leadership across $100B+ portfolios, advisor growth and enablement programs, and digital platform rollouts at firms including Wells Fargo, UBS, US Trust, and LPL Financial.
TSG has grown 5× since 2019 and now operates 24 offices across the western U.S. The firms that compound past $20B typically name a growth seat before the strain becomes visible — to own revenue growth, brand cohesion, advisor succession, and digital adoption as one connected mandate.
The five pillars are the operating framework behind the pitch: Organic Growth & Brand, Digital Transformation, Succession & Continuity, Talent & Advisor Development, and M&A Integration. Each pillar maps to a specific pain point, a playbook, and a measurable outcome.
The Narrative is the end-to-end pitch story: the climb from 5× growth, the scaling pains that follow, the bottom-line impact, the five-pillar solution, why Markell is the right operator, and the ROI math behind the ask.
The Blueprint is the evidence layer behind the pitch. It links every claim in the narrative to a live analysis — the Signals of Clarity engine, peer benchmarking, current-state review, branch map, marketing overhaul, and the chronicle of TSG's growth arc.
The Toolkit is the single place to open every bespoke analysis built for this pitch. It contains nine live tools, including interactive models, dashboards, and downloadable PDFs such as the Advisor Transition Guide and Markell E. Byrd's CV.
Signals of Clarity is a proprietary framework that scores advisors into five archetypes — Builder, Protector, Navigator, Catalyst, and Legacy — and maps an attract, support, grow, and transition playbook to each one. It is used to diagnose the advisor base and prioritize recruitment and development.
An interactive model that lets you adjust levers such as organic growth, retention, and digital adoption against TSG's base case and watch the KPIs recompute live. It translates the CGO seat into projected financial impact.
The Branch Map is a live directory of all 24 TSG offices. Each location has its own dashboard with the advisor roster, archetype mix, local notes, and the Signals of Clarity playbook applied to that office.
Public filings, TSG-published advisor and office rosters, industry benchmarks, and the Signals of Clarity archetype framework. Figures are illustrative and labeled where they are modeled rather than sourced directly. Nothing on this site is financial, investment, or legal advice.
No. This is an independent pitch book prepared by Markell E. Byrd — GreenByrd Consultants LLC for discussion purposes. All proprietary frameworks, narratives, and tools are the intellectual property of Markell E. Byrd — GreenByrd Consultants LLC.
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.