Niche leader Position the firm as a world-leading source of macroeconomic research using the Profits Perspective, highlighting its long track record and credibility to win advisory and subscription-based forecasting services for financial institutions, fund managers, and nonfinancial firms.

Crisis forecasting pedigree Leverage the chairman’s known ability to forecast financial crises and prior profitable bets to offer crisis-risk dashboards, scenario planning, and resilience stress testing for clients seeking to protect portfolios during downturns.

Boutique scale advantage Emphasize small-team agility and deep expertise as a differentiator versus large firms, offering personalized consulting, customized forecasts, and rapid-response advisory for mid-market asset managers and wealth managers.

Revenue growth options Explore expanding beyond advisory into recurring revenue streams such as subscription access to forecasting reports, limited data feeds, and premium webinars, aligned with the firm’s 1M-10M revenue range and lean operations.

Tech and reach Highlight the current tech stack and content distribution (RSS, WordPress, YouTube) as channels to scale thought leadership, digital marketing, and client onboarding efforts to attract new institutional clients and diversify funnel.