Custom Engagements

From Common to Complex, Expert Advice for Your Financial Institution
Speaking, Workshops, Training, Education & Strategic Thinking


PRI and our sister company, the Retirement Law Group (RLG), have team members throughout the country available for presentations to audiences large and small on a wide range of business, compliance, and legal issues impacting your team.


Do you have a firm-specific project that requires expertise outside your team’s comfort-zone?  Or a need to grow the knowledge of your advisors or home office personnel?  If so, PRI can help. 

Since our founding in 2010, PRI has helped banks, broker-dealers, RIAs and other financial institutions with their business strategy, education, compliance and/or risk management challenges on a custom basis.  PRI and RLG team members are available to develop and deliver education specifically tailored to your group, whether it be a small committee in a board room, your team of advisors at a conference, or a group of key clients and prospects.


PRI is available to provide risk assessments of your retirement business.  We have performed risk assessments for a variety of firms, leading them to uncover hidden prohibited transactions, gaps in contracts with retirement investors, missing services, and opportunities to promote growth and competitiveness. 

From common to complex, PRI can provide expert advice for you firm, helping you earn and retain business.

For More Information

To discuss your team’s speaking, training or other project needs, please contact us.

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