M&A Integration Frontier Wealth Management has demonstrated active growth through acquisitions, notably the 2020 acquisition of Karstens Investment Counsel with $200M AUM and $500M AUA. This signals a need for robust post merger integration across CRM, portfolio accounting, and client onboarding to harmonize systems and accelerate value from acquired assets. Potential sales angle includes data migration services, platform integrations with Tamarac and MoneyGuide, and onboarding automation.

Platform Optimization The current tech stack centers on MoneyGuide for planning and Tamarac for back office work, suggesting an opportunity to maximize ROI through integration optimization, API enabled data flows, security hardening, and user training to improve efficiency, risk controls and client experience. Potential pitch includes IT modernization and security compliance services as well as improved data exchange between planning and operations.

Analytics Growth With mid market revenues and a sizable client base, Frontier could benefit from enhanced analytics, performance reporting and client communications to attract and retain clients and grow assets under management. Offer advanced dashboards, customizable reporting, client portals, marketing attribution and regulatory ready workflows.

Regional Expansion Frontier is expanding in the Kansas City area including Wichita markets, creating needs for regional marketing, advisor recruitment and scalable processes to support multi market service. Propose regional marketing packages, recruiter partnerships, onboarding playbooks and branch operations optimization.

Cross Sell Frontier provides planning, investment and insurance solutions; cross sell opportunities exist to deepen client relationships through enhanced insurance offerings, estate planning and risk management. Propose partnerships with carriers and annuity providers or enhanced cross sell enablement within the advisory platform and related referral networks.