Third Party Asset Management Programs

Executive Management

• Work closely with Senior Management to create meaningful strategic direction which will lead to more consistent business results for themselves and their clients. Crystallize and prioritize both big picture corporate and personal goals.
• Prepare and deliver confidential assessments of personnel. Train, and where appropriate, mentor staff to maximize implemented protocols.

External and Internal Sales Teams

• Coach/Mentor sales teams on how to become the consultant to their financial advisor relationships. Travel with external sales team to meet with top advisors in the field.
• Firm specific Broker-Dealer training – Customized training integrating your platform, value add materials and sales language into the training process.
• Train on ways to capture “money in motion” within the Broker-Dealer systems.
• Train on specific firm fee-based and brokerage platforms and what is important to drive your conversations, probing questions to profile advisors and the unique mind-set of the advisor that sells each type of platform.
• Train on how to get noticed by the COI’s in the field of your partner firms. Train on specific firm vernacular and specific firm technology allowing you to “know your client” which will allow you to become the “consultant” to the COI and advisor as opposed to another product representative.

“While Susan is a consummate door opener for her clients, she is also dedicated to training clients so that they can continue opening their own doors. Borrowed perception is increasingly important in the complex financial services industry. No one can deliver more thoughtful and accurate perspective than Susan. Not using Susan is like climbing Mt. Everest without a Sherpa. I guess you could do it but I'm not sure why anyone would take such a needless risk. Susan is a seasoned architect for building distribution platforms. And like any good architect, she sees opportunity where others see only a blank page.”

- Ken Montgomery, Director of Education,
Investment Program Association