Marketing Strategy

  Market Expansion

  Sales and Client Retention

  Insurance Asset Management


  Sales Presentation Skills



Build High Performance Firms

  • Outsourced Leadership: Provide outsourced and interim leadership, and serve on executive task forces to implement change.
  • Executive Development: Coach marketing and sales executives in techniques to improve overall performance, and facilitate discussions among executives to reach actionable outcomes.
  • Organizational Structure: Assist firms in building high quality teams by examining firm structure, resources and integration of team functions for efficacy and efficiency.
  • Marketing Support: Create compelling materials and messages including marketing communication plans, copy writing and editing, graphic and web site design, and RFP production.

Click here for a list of our services.