JR Advisory Group partners with health plan leadership, growth-stage platforms, and institutional investors to solve high-stakes margin, distribution, and governance challenges.
All case studies represent completed strategic advisory or leadership initiatives. Proprietary entity names have been masked in accordance with confidentiality standards.
Compounding regulatory payment headwinds and geographic overextension left a multi-state joint venture facing severe margin erosion, unsustainable product concentration in a single plan, and misaligned pricing across divergent markets.
Presented strategic roadmap directly to the company CEO and Joint-Venture Board of Directors, accompanied by a dynamic county-by-county financial model.
Because strategy was non-actuarial-led, the entire math model was submitted to, and fully validated by, two top independent actuarial firms with deep Medicare Advantage experience.
A national digital distributor with 50+ carrier contracts faced inbound demand from 60+ additional carriers seeking platform entry, but held operational capacity to integrate only 8. Lacking objective unit economics, leadership risked misallocating finite FTE bandwidth and diluting sales conversion yields.
Engineered a plug-and-play Excel model that instantly evaluates any prospective carrier’s footprint, market position, and compensation to project marginal conversion yield and overhead payback.
Overhauled agent certification to slash recurring onboarding costs and established an operational co-investment gating requirement for onboarding new carrier partners.
A multi-billion-dollar credit union and wealth advisory practice sought to capture near-retiree member transitions into Medicare, but faced stark operational mismatches between lean wealth management models and individual health distribution. Leadership required a defensible evaluation of insourcing versus outsourcing before committing capital or board governance.
Delivered a 7-slide C-suite decision deck and a 4-phase rollout plan from FMO selection to AEP launch.
Armed with clear operational data and governance requirements, executive leadership unanimously elected to bypass market entry, protecting capital and avoiding distraction from core wealth advisory growth.
A capital-intensive agriculture and manufacturing startup targeting $1B+ in infrastructure assets faced organizational bottlenecks. Unstructured founder workflows, unaligned compensation models, fiduciary exposure in employee benefit selection, and disconnected legal entities risked investor credibility and post-launch execution.
Authored the parent/subsidiary governance presentation, tiered employee bonus structures, and a fiduciary health benefits RFP guide for institutional broker selection.
Advised executive leadership against an immediate commercial launch, recommending the creation of an operational spine prior to market deployment to protect capital and Intelectual Property.
Tailored senior advisory structured around measurable P&L outcomes, commercial alignment, and operational execution.
Rigorous financial and product diagnostic engagements for Medicare Advantage, joint-venture health plans, and regional carriers facing margin compression, CMS funding adjustments, or volatile MLRs.
Commercial and operational advisory for organizations scaling through external sales channels, broker/agent networks, aggregators, and strategic partnership ecosystems.
Hands-on executive leadership, commercial feasibility, and strategic diligence for organizations navigating market transitions, business line expansions, or capital deployment.
JR Advisory Group was established by Jake Roberts to deliver practical, unvarnished strategic guidance to leadership teams navigating complex markets including: healthcare, payer, commercial distribution, and business strategy.
Every strategic deliverable is backed by firsthand leadership operating within complex, highly matrixed enterprise environments. Having navigated regional health plan joint ventures, national carrier distribution, and high-growth commercial platforms, the practice bridges the critical divide between sales distribution, product design, enterprise IT, corporate finance, and actuarial pricing. Engagements focus on breaking down institutional silos—translating multi-departmental friction, complex regulatory dynamics, and quantitative modeling into clear, data-driven executive narratives that align C-suites and secure Board-level consensus.
By combining deep institutional domain knowledge with modern, agile analytical tooling, the practice moves with speed, delivering rigorous, board-ready work products that bridge high-level strategy with ground-level operational reality.
Reach out directly to discuss project scope, request de-identified deliverables, or schedule an initial executive consultation.