Sales Management

Is your sales funnel static or dynamic? Marketing teams often build a sales funnel that shows a straight-line journey of the buyer. This almost never happens! Let us help your firm be present wherever they wander off to. Those darn butterflies! Too often, our buyers are walking the path of our sales funnel - only to be completely distracted by a "butterfly" which is a social media post, an opinion from an outside third party, or some life event which causes a distraction. It is in your best interest to prepare for this and bring them back.

Wisdom Program

Salespeople often practice their "pitch" but don't understand how to read a room and tactically adjust their language when given the opportunity to work with complex cases with high-net worth families. Wisdom was developed in 2009 and has helped hundreds of financial advisors reconstruct their book of business to increase revenue and book valuation.

Fractional Chief Revenue Officer

Sales management has never been more important, since it highlights human skills. Negotiation skills, EQ, highly intelligent communication skills, are just a few of the important qualities often found in the best salespeople. Let us help you build that ideal team and constantly improve them.