About Us
Experience
Over 25 years of Sales and Marketing experience primarily in the financial industry. We have been financial advisors, branch managers, wholesalers, key accounts and national sales management. We have worked with hundreds of firms in helping them build their sales and marketing efforts.
Our Analytical Approach
Our service includes a comprehensive consult to help identify gaps and opportunities, and results in a comprehensive report that includes a project plan with timelines a cost analysis. Our individualized plans are made up of quality services that will help you get there quickly and smoothly.
Past Successes are the Key
We have had tremendous success in our past efforts.
- Built money manager from $250M to $3.5B.
- Grew monthly sales from around $1M per month to over $30M per month.
- Developed over 100 new selling agreements within 6 months.
- Been involved in hiring over 500 sales professionals.
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