Marketing Strategy

  Market Expansion

  Sales and Client Retention

  Insurance Asset Management

  Implementation

  Sales Presentation Skills

 
 

Margolis Advisory Group’ consulting services are tailored to drive success at investment management firms through an active, hands-on approach. Rather than sitting on the sidelines, we partner closely with each client getting to know the organization’s strengths, challenges and goals. From this vantage point, we gather key information and develop an informed plan to help our clients achieve desired results.


Click here for a list of our services.

Click here to read about some of our client engagements.