View Elmer Rich III's profile on LinkedIn
We serve:
-  Schwab Investment Advisors
-  Fidelity Investment Advisors
-  TD Ameritrade Investment Advisors
Contact Us:
312-841-1149
elmer.rich@richandco.com
Twitter: richandcom
222 East Chestnut
Chicago, IL 60611
 We've been helping firms for over 10 years
 Call Elmer at 312-841-1149
"Growth is all
about building
strong roots with
customers,
referral partners
and in your
community..."
Rich and Co.
Protect/Retain
                                 Stay Competitive, Retain Clients, Grow Your Business
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
                                                           
Using
Social  Media
Click Here
Protect - Retain - Build
You Get:
  •  Speed - Respond Now
  •  Rich and Co. Principals
  •  Flexible to Match Your Strategy and Budget
  •  Variable Costs, Outsourced Leverage
  •  Proprietary Network, Relationships And Resources
  •  Minimal Demands on Your People and Resources
  •  Uncover Growth Opportunities
  •  Independent and Third-party Endorsement of Your Offerings and Firm