Bringing Ideas and Resources, Helping You Execute Your Strategies -- In this environment opportunities seem to multiply as do the competitors and the internal challenges to organizing to capture growth. We bring outsourced solutions that increase efficiency and effectiveness and leverage your existing resources.
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How Do We Get To A Billion $$ (or 2$B)?
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What We Do – You get a system for maximizing referral flow from your clients and the professional community.
You engage us to:
- Begin the contacts with referral sources introducing your firm principals and supporting the relationship formation and building
- Design a referral system for your clients
- Build the database and follow up procedures for both
We work in a Player/Coach Role as your needs and budget dictate. You can have the system, once we have put it place, run as a turnkey process, which you staff, or have us remain engaged to implement the approach -- freeing up your principal’s time for client meetings.
As you do, we customize our approach to fit our client’s – your – needs.
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Rich and Co.
Growth
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A Word About Marketing…
...your referral generation process will be done primarily one meeting at a time and be detailed, slow and demanding. Unfortunately, so far, there are few ways to
shortcut this process. (But believe me, we at Rich & Co. are looking for ways!). Marketing communications pieces, brand building, advertising, websites, events, PR,
mailings, mass faxes can be expensive and usually do not produce reliable or significant sized new prospects.
However, since the HNW sales and referral process is so slow and competitive we need to use any tools we have that will give you leverage and help build trust in
and name recognition for your firm.
Your marketing and advertising can be effective in building trust in the firm with primarily referral sources and in some cases prospects. This can shorten your sales
cycle and help to keep your firm name in people’s minds at the critical times.
As you know, with the HNW market, Style And A Luxury Image are compelling. So while a poorly designed and hard to understand website or brochure might not
hurt you – it probably won’t help.
You need all communications with clients, prospects and referral sources to quickly and clearly communicate the problems you solve, for referral sources as well as
clients, and the benefits you deliver.
Try not to talk about what you do, but what it does – for your client or referral source.