|For Companies Serving Advisors and Working in
Wealth Management and Retirement Markets
In this environment opportunities seem to multiply as do the competitors and the internal
challenges to organizing to capture growth. We bring outsourced solutions that increase
efficiency and effectiveness and leverage your existing resources.
All our work focuses on boosting topline results and increasing assets under management and deal-flow.
You get a set of unique, specialized set of proprietary tools and resources. Your sales people and wholesalers get more
face-to-face meetings with high value advisors and existing clients. We help build, maintain and fill your new business
We take a player/coach role; we help you and your team plan, create and execute. Your sales people and wholesalers
have an ally with them -- in the field. You get an expert partner for marketing, product development, advertising, PR and
digital marketing – as well as sales.
Benefits to Your Firm
- Speed To Market
- All Work Done By Rich and Co. Principals
- Move Fixed Costs to Variable Costs
- Access To Proprietary Network, Relationships And Resources
- Minimal Demands on Your People and Resources
- Identification Of Growth Opportunities
- Independent Endorsement and Third-party Endorsement
- Optimize And Leverage Internal Resources And Staff
- Schwab Investment Advisors
- Fidelity Investment Advisors
- TD Ameritrade Investment Advisors
"Let's put America back to work."
Firms we have worked with:
- Foresters Insurance
- Manulife-John Hancock
- Mass Mutual
- Northern Trust
- Smith Barney
- The Hartford
Rich and Company Inc.