Better decisions start before the RFP
Docent helps organizations select and manage consultants based on Strategic Fit—alignment, chemistry, insight, and trust—so advisor relationships perform over the long term.
Guiding Leaders, Their Teams, and Advisors to Better Outcomes
Clarity and discipline in Strategic Fit and the advisor relationships that matter.
OUR VISION
To be the example of how great partnerships are chosen, built, and stewarded—elevating the way organizations and advisors work together for the long term.
We believe the process of selecting an advisor should improve both sides—leaving organizations stronger, advisors better understood, and the people doing the work more confident in the path ahead.
OUR MISSION
Docent guides leaders, their teams, and advisors to better outcomes through thoughtful, human-centered partnership decisions and healthier long-term relationships.
We do this by:
• Leading organizations to better industry practice in advisor selection and stewardship
• Creating sustainable partnerships grounded in fit, trust, and clarity
• Positively impacting the daily work of individual team members
• Shaping the broader advisor community through shared learning and feedback
If your consultant relationship is too important to leave to RFP answers and rehearsed presentations…..
…..we should talk.
How We Help
Consultant Selection — Strategic Fit–Led
A thoughtful, guided approach to choosing the right advisor based on alignment, capability, and long-term fit — not presentations or pressure.
We talk openly about cost so it’s understood and comfortable, without letting it overshadow trust, fit, or the relationship you’re trying to build.
Relationship Reset & Performance Management
Helps teams navigate tension, reset expectations, and strengthen advisor partnerships with clarity and confidence — without rushing to replace the firm.
Contract & Renewal Readiness Workshops
Supports leadership in approaching renewals with shared priorities, clearer scope, and a grounded understanding of value and performance
The RFP isn’t the problem - starting with it is.
Traditional selection misses the human factors that drive long-term performance. Docent helps organizations gain clarity before proposals, so the right decision becomes obvious..
Ready for clarity?
Email us at info@docentpg.com
Or text us at 832.244.8908