TPAs and Plan Advisors
View Elmer Rich III's profile on LinkedIn
Contact Us:
312-841-1149
elmer.rich@richandco.com
222 East Chestnut
Chicago, IL 60611
                                                          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
                                                             
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
Rich and Co.
Protect/Retain