For Firms Serving Advisors and Working in Wealth Management

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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All our work focuses on boosting topline results and increasing assets under management and deal-flow.

You get a set of unique, specialized set of proprietary tools and resources.  Your sales people and wholesalers get more face-to-
face meetings with high value advisors and existing clients.  We help build, maintain and fill your new business pipeline.

We take a player/coach role; we help you and your team plan, create and execute.  Your sales people and wholesalers have an
ally with them -- in the field.  You get an expert partner for marketing, product development, advertising, PR and digital marketing –
as well as sales.  
Contact Us:
312-841-1149
elmer.rich@richandco.com
222 East Chestnut
Chicago, IL 60611
Benefits to Your Firm
  •   Speed To Market
  •   All Work Done By Rich and Co. Principals
  •   Flexible
  •   Move Fixed Costs to Variable Costs
  •   Access To Proprietary Network, Relationships And Resources
  •  Minimal Demands on Your People and Resources
  •  Identification Of Growth Opportunities
  •  Independent Endorsement and Third-party Endorsement
  •  Optimize And Leverage Internal Resources And Staff
Rich and Co.
Protect/Retain