BlackRock Business Consulting

We are your partner in business growth. Let us help you drive greater efficiency in your business, develop and lead your team, consider new growth opportunities and build trust with your clients and prospects.
Why partner with us Meet our consultants
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Partner with us to grow your business

The BlackRock Business Consulting team has helped thousands of advisors, teams and firms across the industry accelerate business growth. Explore the different ways you can engage with us.

Growing plant
Content

Articles, web pages, presentations, worksheets and guides.

Communities

Seminars and workshops sharing our insights and peer best practices.

Coaching

One-on-one engagements to support your business transformation and growth.

Consulting

Bespoke engagements that focus on co-created solutions, flexible process and ongoing accountability.

Additional topics

Succession planning

While many advisors spend decades building their businesses - far too few leaders spend time considering how the business will change or who will lead once they retire.
Create your succession plan Create your succession plan

Elevate your brand

A strong brand unifies your strategy and operations while articulating your value to clients, prospects and partners.

Team leadership & dynamics

The way your team works together - or doesn’t - is key to the long-term success of your business.

Transitioning to a fee-based business

Many advisors boost profitability by shifting brokerage clients to fee-based accounts. Clients want more planning and time—and they’re generally willing to pay for it.
Why and how advisors transition Why and how advisors transition

Ready to learn more about BlackRock Business Consulting?

Talk to your Market Leader, call 877-ASK-1BLK (877-275-1255) between 8:30am and 6pm ET or send an email below.

Inquire now Inquire now

Explore our latest business growth insights

  • Practice Management

    Engage your clients’ heirs in family meetings

    Aug 06, 2025|ByJim Renitsky, CIMA®

    Improve the chances of retaining assets when your clients pass away. Drive authentic connections with the heirs of your clients’ wealth in family meetings.

  • Practice Management

    Boost the value of your firm for mergers and acquisitions

    Jun 04, 2025|ByJim Renitsky, CIMA®

    Uncover ways you can increase your growth potential and reduce key risks that impact valuations in today’s busy M&A market.

  • Practice Management

    Does your value proposition appeal to the high-net-worth market?

    May 21, 2025|ByJim Renitsky, CIMA®

    Stand out from the competition. Show wealthy clients what makes you different and how they will benefit by choosing to work with you.

Meet the business consulting team

The BlackRock Business Consulting team delivers strategic consulting, industry trends & insights, bespoke study groups, leadership development and specialized client presentations for advisors, teams and firms across the industry. Our consultants help identify opportunities to accelerate business growth, both organically and inorganically.

Katie Cullen, CFP®

Katie Cullen, CFP®

Head of BlackRock Business Consulting
Katie Cullen helps advisors identify opportunities to accelerate business growth to include collaborating with outside experts in all fields of growth leadership and transformation. She leads her team in conducting strategic consulting engagements, speaking and writing about industry trends, and facilitating executive forums and study groups.
Stefanie Gonzalez

Stefanie Gonzalez

Senior Leadership Coach & Business Consultant
Stefanie Gonzalez works with advisors, teams and firms across all distribution channels. She is a certified International Coaching Federation (ICF) and Positive Intelligence (CPQC) coach, an HBDI (Herrmann Brain Dominance Instrument) facilitator and is certified in Daniel Goleman’s Foundational Skills of Emotional Intelligence.
Danielle Lore

Danielle Lore

Client Education Specialist & Program Manager
Danielle Lore serves as a national specialist on financial planning topics including Social Security, Medicare, and College Planning. She is responsible for presenting educational programs as well as consulting with both advisors and their clients on these topics.
Meredith Mehr

Meredith Mehr

Business Consulting Program Manager
Meredith Mehr delivers strategic consulting, industry insights, bespoke study groups, leadership development programs and specialized client presentations for advisors, teams and firms. Meredith and her team help advisors identify opportunities to accelerate business growth both organically and inorganically.
Carol Meier, CAIA®

Carol Meier, CAIA®

Business Consultant for Latin America
Carol Meier delivers strategic consulting, industry trends and insights to the largest and fastest growing financial advisors/firms across Latin America by leading seminars, workshops and bespoke engagements to help them grow their business through a consultative and product agnostic approach.
Jim Renitsky, CIMA®

Jim Renitsky, CIMA®

Senior Growth Consultant
Jim Renitsky consults with the largest and fastest growing advisory teams/firms across the industry and leads growth related engagements including strategic planning, data driven business analytics and facilitator led study groups. He is a subject matter expert and lead presenter on business growth and the client experience.