Independent advisory Position Tempus as a cost-conscious, conflict-free alternative to traditional finance. Use this to open conversations around transparent pricing, customized solutions, and technology-enabled advisory that prioritizes client goals over product sales.

Tech-enabled service Highlight lightweight, modern tech footprint and use of cost-effective tools to deliver high-quality advice. Propose partnerships or services that leverage their tech stack (WordPress, Google Maps, jQuery) to enhance client experience or scale advisory capabilities.

Growth potential With revenue in the lower mid-market range and a lean team, temp us has room to scale. Target opportunities around expanded service lines, client onboarding automation, and enhanced digital marketing to attract higher-net-worth or business-owner clients seeking objective advice.

Experienced leadership Leverage the 29 years of combined advisor experience of Brittany Jorgensen and Lindsay Wolf to position co-branding or joint client acquisition programs. Propose white-label or co-managed offerings to extend reach into neighboring markets.

Compliance ready Emphasize strong compliance posture with MAFM registration and transparent disclosures. Offer solutions around governance, regulatory monitoring, and reporting enhancements that appeal to financial teams seeking reliable, fiduciary-aligned partners.