Marketing Strategy

  Market Expansion

  Sales and Client Retention

  Insurance Asset Management


  Sales Presentation Skills


Marketing Strategy

Develop Strategies for Success

  • Brand Evaluation: Conduct internal and external interviews and analysis to determine brand awareness, opinions and effectiveness in the marketplace.
  • Product, Channel and Competitor Analysis: Assess overall capabilities and individual products to identify marketplace channels and segments for priority focus. Evaluate environment relative to firm’s strengths and weaknesses to arrive at most competitive position to grow and sustain client base.
  • Marketing Tools, Techniques and Planning: Construct a comprehensive, viable marketing plan, incorporating firm’s strengths and weaknesses, as well as opportunities and threats in the marketplace. Recommend targeted marketing tools and techniques to maximize overall success.

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