The Epok Advice Ecosystem
Our mission is to modernise advice, not to build a traditional consulting firm. So rather than a single way in, we have built an ecosystem of ways to work together, each suited to where you are in your career and how you want to contribute. We stay deliberately small and senior, and we would love to find the right fit with you.
01
Meaningful client work, without a full-time commitment.
Best fit
Experienced consultants and former in-house leaders, typically 7+ years in wealth management, asset management, or WealthTech, who want flexible, senior-facing project work.
Tell us about your workWe bring in experienced operators and specialists on a project basis, people who are excellent at something specific and enjoy working in a fast-moving environment. You will work closely with Epok's leadership on live engagements: real work, with real clients.
We are always interested in great people. Send a short note about the work you do best, along with a CV, and we will keep you in mind as the right projects come up.
02
The reach of a firm, with the freedom of independence.
Best fit
Seasoned practitioners, former CXOs, division heads, and senior consultants, who want to do meaningful advisory work without building a firm around it.
Introduce yourselfThe Epok Network is a curated group of senior practitioners we trust to bring specific expertise to client engagements. Members are former and current executives, founders, and specialists across wealth management, asset management, and WealthTech. Membership tends to grow through direct relationships and trusted introductions rather than an open application.
In their own words
"Epok is exactly the kind of firm I've always respected. Boutique by design, senior-led in practice, and built on the belief that the best advice comes from people who've actually done the work."
Sue MacDonald, Strategic Partner
What members get
If you think you would be additive, tell us where you are today and the kinds of problems you most enjoy solving.
03
A place to land while you figure out what's next.
Best fit
Senior executives who have just left a large role, are weighing a shift to consulting, or want to stay close to interesting work while deciding what comes next.
Reach outLily Pad is a bespoke arrangement for senior leaders in transition. It is not a formal program. It is a way of working together that has emerged with people we trust. You work alongside us on real engagements, with full support and no pressure to commit to a path.
In their own words
"This isn't a try-before-you-buy arrangement. It's an invitation to experience what modern, senior advice looks like from the inside, on your terms and at your pace, alongside people who will be honest with you about whether it's the right fit."
Kendra Thompson, Founder & Principal
Some people do one engagement and realise this kind of work isn't for them, and that is a genuinely good outcome. Others find that a season or two here becomes their next chapter. Every arrangement looks a little different, and we are open to all of it.
What it includes
04
You bring a platform. We amplify it together.
Best fit
Firms and platforms whose offering is genuinely complementary to Epok's strategy work, and who want something more substantial than a referral arrangement.
Explore a partnershipWe partner with a small number of firms whose work genuinely complements ours. The goal is always the same: bring clients more complete, practical solutions than either of us could deliver alone. We are not collecting names, we are looking for combinations that create something neither of us could build on our own.
Partnership in practice: Epok x Atlas Point
Atlas Point is an advisor and client enablement platform built to personalise and deepen human connections at scale. Together we help wealth firms turn growth strategy into adopted, measurable results, combining Epok's senior advisory with Atlas Point's behavioural science approach. Carrie Nelson serves as Strategic Advisor within Epok's ecosystem; Kendra Thompson within Atlas Point's.
What we look for
Most of our best conversations start with "I'm not sure what I'm looking for." Send us a note and we will figure it out together.
Get in touch