Your Growth = Our Priority
Our Clients Include:
Advisors - Working in a player/coach role and an outsourced Director of Sales and Marketing, we build and execute sales and marketing
campaigns
Providers - We consult to some of the biggest firms in financial and investment services
Vendors/Service Partners - We independently represent some of the best firms providing services to the financial services industry
Our Approach --
Your growth is our sole priority. We are your strong partner in building and executing your strategy. You can move more quickly, enhance your
team's capabilities and capture more than your fair share of the market.
Strategic marketing and sales tools will give you leverage and a competitive edge. We bring a background in wealth management,
investment management, consumer marketing/advertising and psychology to all our work.
Our job is to efficiently get you the resources to help you build your brand, distribution and topline growth.
Elmer Rich III, Principal
|
Elmer Rich -- Professional Biography
Executive Experience
- Morgan Stanley Asset Management, Portfolio Manager
- Omnicom Group advertising
- Booz, Allen & Hamilton, management consulting
- Gurian Institute Corporate Division, Director of Marketing
- Maritz , Financial Services Business Development
- Mesirow Asset Management, Director of Marketing
Expertise
- Leading new business development professional
- Bringing strategic marketing tools and resources to new and highly competitive markets
- Marketing/sales project management and implementation
- Expert in financial and investment services
- Seasoned practitioner in HNW/UHNW, retirement and investment management markets
- Extensive network of relationships with referral sources, decision makers
- Background in consumer marketing/advertising and psychology/gerentology
- Aggressive, highly productive
- Skilled in opening new markets
- Marketing/sales team leadership
Accomplishments
- Key team executive in building consulting firm
- Thought leader as marketing/sales strategist and implementer
- Frequent speaker at conferences and author
- Represented top strategic marketing firms serving financial services companies
- Subject matter expert financial services,insurance and investment markets
- Nationally recognized sales leader in direct selling
- Key executive in building two wealth management firms
Rich and Co.
Growth
Sign-Up for our newsletter
Education
- University of Chicago,
Masters of Science and Ph.D
work in social psychology
and gerontology
- University of Illinois
BA, Champaign
- University of Iowa
Writer's Workshop