Modernizing Advice is our Mission

Empowering Financial Services Firms to Anticipate Tomorrow's Investor Needs and Deliver Profitable, Meaningful Advice.

What’s in a name?

Epok – Inspired by the word epoch, it symbolizes a turning point, a new era on the horizon. We believe in shaping the future, starting today—helping our clients build towards the next defining period in financial services.

Advice – The most enduring and differentiated value in financial services. It’s not just about expertise; it’s about building trust and relationships that last.

Boutique – By design, we remain small, nimble, and fully dedicated to tailoring our services to meet your unique needs and preferences.

Who We Work With

  • Wealth Managers

    Across all models & asset classes we work with traditional Wealth Management distribution companies and adjacent financial services leaders looking to add advice experiences.

  • Asset Managers

    Firms interested in creating, optimizing and disrupting Investment Management geared to individual investors and mid-sized institutions.

  • Private Equity

    Private Equity and Venture firms investing in RIAs, Wealth Management distribution and FinTech.

  • WealthTech

    Technology firms at any stage of growth looking to deliver or enable the delivery of advice at scale.

How we Help

It’s all in the questions that matter most to your team. Here are some examples.

Strategic Advisory

Have you bought an RIA or invested in a FinTech and need help realizing return? Are you starting a firm or looking for stress testing of your strategy? Are you a founder hoping to retire? Does your team need help refining priorities or landing on a plan for growth?

High Performance Sales

Are you looking to better understand what your advisors need to focus on and how to scale great results? Would you like to systematize productivity & remove friction from the field? Do you have a concern about supporting Advisor succession? What about your clients' businesses, do they need succession support?

Fractional Executive Support

Do you need a CSO, CTO or COO support from a seasoned leader on a part-time basis? Do you have an acute short-term need for sales leadership? Is the skill profile or experience your team needs most too expensive to hire on a full-time permanent basis?

Transformation Support

Do you have a plan to change technology and want experienced support for execution & quality results? Are you in year 2 of a 5 year transformation and struggling to get ROI or adoption? Is it time to make tough decisions about technology partners or are you a WealthTech vendor hoping to gain more traction?

Facilitation & Immersive Training

Board offsites, Executive meetings, Advisor Roadshows - Do you need a speaker or help with facilitating a richer experience for your team? Are you looking to deep dive on a Future Focused or Innovation topic?

Value Proposition Design

Do you want to offer an expanded service or enter a new market or acquire an adjacent firm? Are you wondering what the next set of services & client experiences need to be to help your firm grow? How will you win over the next gen? What about Women in Transition or Dementia care planning?

Kendra Thompson

Principal, Founder

Kendra Thompson is a 25 year veteran of the Wealth Management Industry with a track record for helping the largest global players with their biggest transformations . Her passion is Advice and the power it has to help individuals and communities gain access to a better future.

She has led diverse teams at Merrill Lynch HSBC, Raymond James, Accenture & Deloitte all in service of the Future of Advice & Investing. Her research aims to better understand the needs of tomorrow's investors and how the financial services industry can meet those needs for a profit. She currently leads Epok Advice, a boutique firm serving the financial services industry.

Acting as consultant to the executive teams and boards, Kendra advises on strategy topics including M&A, Growth, High Performance Sales and Operational Excellence. She also leads teams delivering on AI, digital technology & organizational change. A champion of FinTech, Kendra acts as Executive Advisor to Private Equity & StartUp leaders looking to operationalize new technology & disrupt the status quo of Financial Services Globally.

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