What Our Client’s Say About Us

Stalcup Consulting strives to be a true partner with our clients, with the goal of offering each client the attention, direction and tools they need to succeed. Here is feedback from some of the clients with whom we have had the privilege to work.

“Galliard Capital entrusts Stalcup Consulting with employee development through presentation coaching, marketing material guidance as well as a strategic industry resource as we build new team members and prepare for sensitive opportunities. Sally’s capabilities, professionalism, experience, and ability to work with each personality to build upon individual skills has allowed us to leverage her as a resource and produce better results.”

~Carrie Callahan, Managing Partner, Galliard Capital Management

“Working with Stalcup Consulting for the past decade has proven to be one of the best business decisions of my long Wealth Management career.  Sally Stalcup has invaluable insights into our industry, as well as basic human nature, and has helped grow our business and transition it to the next generation.  Her coaching style with young associates is truly unique and productive.  Simply stated, Sally is the ‘gold standard’ of industry consultants, and is worth her weight in gold!”

~Mark L. Moehlman, MBA, Managing Director, Beacon Pointe Wealth Advisors

“Stalcup Consulting knows and understands the nuances and subtleties of the buyside of the asset management business. In particular, they understand the many moving parts of the institutional decision-making process. Hence, they deliver useful, distinguishing advice. Not industry pablum.”

~Chris Scibelli, Managing Director, ACR Alpine Capital Research

“Sally is an excellent presentation & messaging coach. I have hired her at several companies & she’s been instrumental in improving our messaging and delivery of the investment process & story, as well as to our success in growing institutional business.”

~30+ year industry new business-development professional

“Sally has a special way of putting even the most nervous participants at ease and her deep industry knowledge distinguishes her from other presentation coaches.”

~Head of Institutional Sales & Marketing of ~$100B global investment management firm

“Working with Stalcup Consulting has been an extremely rewarding and impactful experience for both me personally, and our Firm.  Sally and team bring a level of insight, professionalism and execution focus that has enabled Semper to aggressively grow assets, market presence and brand.  I can’t recommend her services highly enough.”

~Greg Parsons, CEO, Semper Capital Management

“During the last ten years, Stalcup Consulting has provided our firm with highly effective guidance for multiple strategic initiatives, including: oversight to advisory board members managing a merger due-diligence and final negotiation process; update and ongoing optimization of our branding activities and positioning among our competitors; coaching business development professionals to maximize their potential in every prospect presentation conversation. Working with Sally has been invaluable to us.”

~Laine Ainsworth, CFP, Managing Director, Beacon Pointe Wealth Advisors

Learn more about Stalcup Consulting.