Wealth Management
“Financial Planning” has become a universally used term for salespeople. Unfortunately, when you are building a retirement portfolio, the last thing you need is to be “sold” anything. In an environment that encourages a buy-and-hold mentality, I’ve seen clients sit flat over decades. The Wall Street System has pampered advisors with lavish commissions while doing very little to actively manage the investments. The results have been dismal, with almost every mutual fund underperforming the SP500 while the fees keep Wall Street’s pockets lined.
Business Development
Chris and his team have been highly effective in bolstering sales performance and market share for many small to mid size businesses. Some companies prefer consultation alone, which requires thorough evaluation and establishing quantitative benchmarks for improvement. Others may prefer trading a portion of profit sharing or stock ownership for our intellectual property and ongoing involvement.
Public Speaking
The second greatest fear of most people? That gene skipped two generations in my family. Having spoken in front of tens of thousands on multiple subjects and products… we are very comfortable developing and delivering a seminar, workshop, public address or keynote on your behalf. Presenting is an art form, but the visual presentation is the canvas. We do both. There will be learning, there will be laughter, and there will be leads.
