Retirement Markets
       Capture New Business from Advisors and Professional Referral Sources
You get:
  • Identification of best local and regional referral sources using proprietary database
  • Face-to-face meetings with pre-qualified and active referral sources
  • 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
  •  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
  •  Work Done By Rich and Co. Principals
View Elmer Rich III's profile on LinkedIn
We serve:
-  Schwab Investment Advisors
-  Fidelity Investment Advisors
-  TD Ameritrade Investment Advisors
312-725-0647
elmer.rich@richandco.com
Twitter: @richandcom
222 East Chestnut Chicago, IL 60611
Growth
"Let's put America back to work."
Rich and Company
M&A Services
We represent both
sellers and buyers in
sales and acquisitions

Sales Training
We have a proprietary
method for training in
sales and referral
generation with existing
clients and other
professional centers of
influence.

Search
Because of our network
of national contacts, we
are able to optimally
identify candidates.