Practice management and business consulting expert Laurie Burkhard has joined Sanctuary Wealth as its first Head of Business Consulting. In her new role, Ms. Burkhard is tasked with leveraging the firm’s expansive resources and technologies to optimize the practice management capabilities for its network of partner firms.
Ms. Burkhard brings almost three decades of experience in helping financial professionals build enterprise value to the position. At Sanctuary, a popular destination for wirehouse breakaways, Ms. Burkhard will support the network’s partner firms in areas such as human capital management, business and strategy planning, client growth and development, client segmentation, specialized service models and the utilization of business diagnostics.
Michael Longley, Sanctuary’s Chief Growth Officer, noted, “With Laurie onboard, business consulting will become a core value-added offering at Sanctuary,” said Mr. Longley. “She has experience in all aspects of the wealth management ecosystem, working across diverse platforms to enhance value through strategic consulting to some of the highest performing financial advisors in our industry. As part of the department she is building, Laurie will consult personally with Sanctuary Partner Firms and their teams to share best practices and ensure they have the management tools and resources they need to thrive not only as advisors, but also as business owners.”
Ms. Burkhard added, “I’m thrilled to begin the next phase of my career at Sanctuary. There is so much going on at the firm and they have such great growth momentum. I enjoy working with highly successful advisors, learning about their businesses and approach to clients, and then finding ways to help them achieve even greater success.”