Investment Management and Wealth Markets
Benefits to Your Firm
  •  Speed To Market - Act Now
  •  Work Done By Rich and Co. Principals
  •  Flexible to Match Your Strategy and Budget
  •  Move Fixed Costs to Variable Costs, Outsourced Leverage
  •  Access To Proprietary Network, Relationships And Resources
  •  Minimal Demands on Your People and Resources, Optimize Your Current Resources
  •  Identification Of Growth Opportunities
  •  Independent and Third-party Endorsement of Your Offerings and Firm
                               Grow Assets Under Management
You get:
  • Identification of best local and regional referral sources using proprietary database
  • R&C principals pre-qualify referral source interest and fit with your practice
  • R&C sets face to face meetings for your principals and representatives and attend with you
  • Manage follow-up and relationship building
  • Identifying key positioning points for your firm's and strengths for communications
  • Coaching of principals and staff to maximize effectiveness of lead generation
  • Implementation of systems and software for tracking leads and follow through

          Communications, Marketing, Digital, PR, Event, Advertising
You get:
  • Review of existing marketing materials and campaigns
  • Updating of design, layout and copy for materials
  • Oversight of production of new materials, strategies and campaignsx
                                                       
View Elmer Rich III's profile on LinkedIn
We serve:
-  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
Growth
"Let's put America back to work."
Rich and Company
M&A Services
We represent both sellers
and buyers in sales and
acquisitions

Sales Training
We have a proprietary
method for training in
sales and referral
generation with existing
clients and other
professional centers of
influence.

Search
Because of our network of
national contacts, we are
able to optimally identify
candidates.