We serve:
- Schwab Investment Advisors
- Fidelity Investment Advisors
- TD Ameritrade Investment Advisors
- 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
elmer.rich@richandco.com
Twitter: @richandcom
222 East Chestnut Chicago, IL 60611
"Your growth
comes from
creating strong
roots with
customers, sales
and referral
partners and in
your community..."
comes from
creating strong
roots with
customers, sales
and referral
partners and in
your community..."
Stay Competitive, Retain Clients, Grow Your Business
Communications, Marketing, Digital, PR, Event, Advertising Consulting
- Identification of best local and regional new business sources using our proprietary database
- R&C principals pre-qualifcation of prospects and referral sources
- R&C sets face-to-face meetings for your principals and representatives and attend with you
- Manage follow-up and relationship building
- Identifying key competitive points for your firm's and strengths for communications
- Coaching of principals and staff to maximize effectiveness of sales closing
- Implementation of systems and software for tracking leads and follow through
Communications, Marketing, Digital, PR, Event, Advertising Consulting
- Review of existing marketing materials and campaigns
- Updating of design, layout and copy for materials
- Oversight of production of new materials, strategies and campaigns
| Business Development Consulting |
You Get:
- You work only with Rich and Co. principals
- Your campaign is flexible to match your strategy and budget
- You change fixed to variable costs giving you outsourced leverage
- Optimize your resources and FTEs - lessen demands on both
- Direct access to proprietary network of relationships and resources
- Uncover proprietary growth opportunities
- Independent and third-party endorsement of your offerings and firm
| Growth |
"Let's put America back to work."
You...
...see the growth opportunities in your markets but want expert help capturing
more than your fair share of opportunities. You want to get more than your fair
share of top-line growth - Now!
more than your fair share of opportunities. You want to get more than your fair
share of top-line growth - Now!
...know your competitors are targeting your best customers and sources of new
business. You want to protect your clients and competitive advantages.
business. You want to protect your clients and competitive advantages.
...understand there are new ways to make your services, products and expert
intellectual property (IP) compelling to best clients and sources of new
business/referrals. You want your IP to dominate the problem-solving in your
markets.
intellectual property (IP) compelling to best clients and sources of new
business/referrals. You want your IP to dominate the problem-solving in your
markets.
You, your principals and
salespeople get more,
and better quality,
face-to-face meetings
with the best clients and
sources of new business.
salespeople get more,
and better quality,
face-to-face meetings
with the best clients and
sources of new business.
| Do you want to avoid "good meetings" that are not productive? |
 | |  | |  | |  | |  |
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
Using network of
national contacts, we are
able to identify optimal
candidates.
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
Using network of
national contacts, we are
able to identify optimal
candidates.