Senior-led strategy and advice — on your terms

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. High impact support without the overhead of traditional consulting firms.

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

All engagements begin with a shared question: Where can we create the most leverage?

Strategic Advisory

Have you bought an RIA or invested in a FinTech and need help realizing returns? Are you starting a firm or looking for stress testing of your strategy? Are you a founder hoping to retire or a sales leader focused on recruitment? 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? Are you overseeing a large transformation that would benefit from an experienced QA?

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?

How we Engage

  • Epok Core - Ongoing Advisory

    Our retainer model is ideal for teams who want regular access to a trusted thought partner. We work flexibly across your priorities — whether that's refining your positioning, prepping for investor meetings, supporting a product road map, or sharpening your sales narrative. It’s partnership available when you need it - without the formality of a full project.

    - Predictable rhythm, tailored support

    - Strategic support on a recurring basis (typically 6–20 hours/month)

    - Best for leaders who value continuity and access over scope definition

    “Clients often start light to test fit, then scale up as priorities unfold—we prefer that too.”

  • Epok Embedded - Fractional Executive Partner

    When you need senior strategic support embedded more deeply in your team, this model allows us to function as a fractional head of strategy, innovation, or growth. We become an extension of your leadership bench—leading cross-functional efforts and supporting internal decision-making. Structured for agility—without the long lead time or overhead of full-time hires.

    - Deeper, more immersive engagement

    - Acts as a force multiplier for stretched leadership teams

    - Best for: Scaling organizations, innovation mandates, post-M&A transitions

    “We operate as a true extension of your senior team—co-leading where needed, advising where valuable, and elevating the quality of decisions and outcomes.”

  • Epok Sprint – Project-Based Engagements

    Designed for short bursts of strategic work. Whether you’re planning a product launch, pressure-testing a go-to-market, preparing for a board meeting or looking for support for an Advisor roadshow, we bring the same rigor and focus in a time-boxed format. We can bring a team or join yours.

    - Ideal for tight timelines or fast-moving teams

    - Flexible format, time-boxed engagements

    - Senior attention without long-term commitments

    “Sprints are about clarity, not just speed—framing, solving, and delivering with discipline.”



Knowing Me, Knowing You with Marla Sofer - The future belongs to incumbents who modernize, May 27, 2025

Advice Architects - Using Data to Power Client Advisor Partnerships, with Kendra Thompson - May 18, 2023

The Globe and Mail - How asset-allocation funds have changed financial advice - July 29, 2025

Synpulse PULSEPoint - Empowering Women - Redefining Success in Wealth Management - March 6, 2025

The Globe and Mail - How advisors can use technology to provide advice at all times - October 25, 2024

The Globe and Mail - How advice from online brokerages could affect advisors - July 17, 2025

Investment Executive - Retaining advisors is a balancing act Nov 9, 2022

The Globe and Mail - Why advisors need to focus their technology lens on data integration, automation - Feb 9, 2024

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.