Our Clients Include:
Investment Management Firms, RIAs and TPAs - Working in a player/coach role and an outsourced
expert sales and marketing support, we build and execute sales and marketing campaigns.
Providers/Service Partners - We independently represent some of the best firms providing services
who seek to enhance new business and asset-gathering and relationships with sales and distribution partners.
Investment Management Firms, RIAs and TPAs - Working in a player/coach role and an outsourced
expert sales and marketing support, we build and execute sales and marketing campaigns.
Providers/Service Partners - We independently represent some of the best firms providing services
who seek to enhance new business and asset-gathering and relationships with sales and distribution partners.
| Elmer Rich III, Principal |
Elmer Rich -- Professional Biography
Executive Experience
Executive Experience
- - Morgan Stanley Asset Management, Portfolio Manager
- Mesirow Asset Managment, Director of Marketing
- Omnicom Group Advertising, Account Management
- Booz, Allen & Hamilton, Management Consulting
- Gurian Institute Corporate Division, Director of Marketing
- Maritz , Financial Services Business Development
- - Leading new business development professional
- Bringing strategic marketing tools and resources to new and highly competitive markets
- Marketing/sales project management and implementation
- Expert in financial and investment services
- Seasoned practitioner in HNW/UHNW, retirement and investment management markets
- Extensive network of relationships with referral sources, decision makers
- Background in consumer marketing/advertising and psychology/gerontology
- Aggressive, highly productive
- Skilled in opening new markets
- Marketing/sales team leadership
- - Key team executive in building consulting firm
- Thought leader as marketing/sales strategist and implementer
- Frequent speaker at conferences and author
- Represented top strategic marketing firms serving financial services companies
- Subject matter expert financial services, insurance and investment markets
- Nationally recognized sales leader in direct selling
- Key executive in building two wealth management firms
| About Us |
Education
- University of Chicago, Masters of Science and PhD work in social psychology and gerontology
- University of Illinois BA, Champaign
- University of Iowa, Writer's Workshop
- University of Chicago, Masters of Science and PhD work in social psychology and gerontology
- University of Illinois BA, Champaign
- University of Iowa, Writer's Workshop
We serve:
- Schwab Investment Advisors
- Fidelity Investment Advisors
- TD Ameritrade Investment Advisors
- Schwab Investment Advisors
- Fidelity Investment Advisors
- TD Ameritrade Investment Advisors
312-725-0647
elmer.rich@richandco.com
Twitter: @richandcom
222 East Chestnut Chicago, IL 60611
elmer.rich@richandco.com
Twitter: @richandcom
222 East Chestnut Chicago, IL 60611
| Growth |
"Let's put America back to work."
| Click above for our specialized blog on technical neuro economic topics: "Brain for Business" |
Research and Development:
We work to be in the forefront of developments in neuroeconomics and other advanced scientific areas that
can help problem-solving for investment providers and professionals serving both institutional and HNW
investors. We believe we are doing the most practical applications of these scientific findings to financial
services sales, marketing and product development..
We work to be in the forefront of developments in neuroeconomics and other advanced scientific areas that
can help problem-solving for investment providers and professionals serving both institutional and HNW
investors. We believe we are doing the most practical applications of these scientific findings to financial
services sales, marketing and product development..
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Rich and Company