| Services for Advisors |
How We Help You Grow Your Business --
Do you want more referrals from clients and professional sources? Do you want to build the reputation and awareness of your firm?
You work with a firm that brings you marketing skills and resources so you can quickly increase new business activity. Benefits include:
Deliverables --
Business Development -- Goal: Generate more and larger prospects and referrals
Marketing -- Goal: Create components to help strengthen the brand and support sales /outreach with professional tools
Do you want more referrals from clients and professional sources? Do you want to build the reputation and awareness of your firm?
You work with a firm that brings you marketing skills and resources so you can quickly increase new business activity. Benefits include:
- Keep marketing and sales expense variable rather than fixed
- Put in place systems and software for relationship building and prospecting
- Build the reputation of the firm -- build name recognition
- Leverage your Principal's time letting you concentrate on client meetings
Deliverables --
Business Development -- Goal: Generate more and larger prospects and referrals
- Expanding referral network of relationships / focusing on attorneys and accountants, other professionals
- Developing and implementing client referral process
- Direct calling of closely-held business owners
- Installing sales support processes and systems
Marketing -- Goal: Create components to help strengthen the brand and support sales /outreach with professional tools
- Direct mail programs
- Corporate collateral materials / identity components
- Sales components / presentation materials
- Websites, micro-sites, emails, newsletters and full digital
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Rich and Co. helps you generate pre-qualified and superior prospects. We feed the prospect pipeline using primarily client and Center of Influence (COI)
referral partner referral campaigns.
We also work with marketing and digital tools to help generate credibility for your firm and offerings and drive prospects and referrals to your business.
We also coach your principals so they are the most efficient they can be in new business and referral relationships.
Now is a good time to act. Investor pain is rising. Other firms are stumbling. Investors and their other professional advisors are, right now, looking for new
sources of guidance. You can be very tactical. Just getting in front of more people, more referral sources, more mentions of your firm in the press will get
results.
Even your current clients are coming across more friends and acquaintances that need help -- so an increased campaign for referrals is timely.
It is not about investment performance but proactively building your relationships with your clients and referral sources during these tough times.
referral partner referral campaigns.
We also work with marketing and digital tools to help generate credibility for your firm and offerings and drive prospects and referrals to your business.
We also coach your principals so they are the most efficient they can be in new business and referral relationships.
Now is a good time to act. Investor pain is rising. Other firms are stumbling. Investors and their other professional advisors are, right now, looking for new
sources of guidance. You can be very tactical. Just getting in front of more people, more referral sources, more mentions of your firm in the press will get
results.
Even your current clients are coming across more friends and acquaintances that need help -- so an increased campaign for referrals is timely.
It is not about investment performance but proactively building your relationships with your clients and referral sources during these tough times.
Rich and Co.
Growth
Growth
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Contact Us:
312-841-1149
elmer.rich@richandco.com
222 East Chestnut Chicago,
IL 60611
312-841-1149
elmer.rich@richandco.com
222 East Chestnut Chicago,
IL 60611