View Elmer Rich III's profile on LinkedIn
We serve:
-  Schwab Investment Advisors
-  Fidelity Investment Advisors
-  TD Ameritrade Investment Advisors
Contact Us:
312-841-1149
elmer.rich@richandco.com
222 East Chestnut
Chicago, IL 60611
 We've been helping firms for over 10 years
 Call Elmer at 312-841-1149
Our Goal -- A Steady Flow of Face-To-Face Meetings with the Best Referral Sources
"Growth is all
about building
strong roots with
customers,
referral partners
and in your
community..."
Rich and Co.
Growth
                                                           Capture New Business from Referral Sources
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 Consulting
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 campaigns
                                                                
You Get
Face-To-Face
Meetings with  
Pre-Qualified
Referral
Sources
Do You See The Opportunities, Right Now?  We Do.
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