Strategic Acquisitions Sequoia Financial Group has been actively acquiring other firms, such as Carlson Capital Management and Family Asset Management, signaling potential opportunities to target clients from these acquired companies with tailored financial services.

Executive Team Expansion The recent addition of key executives like Justin Stets and Brad Kelley showcases a period of growth and strategic focus. Leveraging relationships and networks of these executives could lead to new business opportunities and partnerships.

Asset Growth With significant investments in client assets, Sequoia Financial Group demonstrates a capacity to manage substantial wealth. Targeting high-net-worth individuals or institutions seeking comprehensive wealth management could be a lucrative avenue for sales growth.

Private Equity Backing Having received backing from Kudu Investment Management and Valeas Capital Partners, Sequoia Financial is well-positioned for expansion and innovation. Exploring synergies with other companies in the private equity networks could unlock new sales channels.

Experienced Personnel The appointment of executives like Natalie Climo adds depth to the company's leadership. Leveraging the expertise of seasoned professionals like Climo could open doors to new client segments and enhance service offerings, presenting sales opportunities.