"Thought-leading" Strategy, Marketing, Sales & "Risk-Wise"® Consultants for Investment Firms & Advisors, World-Wide
You and your team benefit from our demonstrated, "record-setting" business building expertise, gained consistently setting new business growth records during "booms... busts...panics...&...crashes" for over over 35 years.
We take a different approach... Unlike traditional consultants who tend to specialize in one business development discipline or specialty (ie. Strategy Consultants, Marketing Consultants, Sales Consultants or Productivity consulting specialists ) and who naturally approach your business from "their" specific area of expertise. ( ie: If using a "hammer" is their specialty, they have a strong bias toward seeing every challenge or opportunity of yours as "a Nail.")
Instead... We recognize your firm's unique challenges, opportunities, differentiators, and market share position are distinctly different from every single one of your competitors.
Therefore, we work closely with you in identifying and applying whichever discipline or set of disciplines within our fully integrated Strategy, Marketing, Sales & Professional Development expertise that will help you identify and implement a customized set of growth initiatives across all those disciplines. Our focus is to truly "turbo-charge" both your short & long-term business growth, while respecting and emphasizing what makes you truly unique.
Of course all the customized business building actions identified through this process will be important. However, some of those actions will necessarily have greater potential impact and importance than others. So to drive maximize results, its critical for us to first help you focus your efforts by prioritizing, and as soon as possible, putting into action those high priority few "most important key initiatives" that offer you the best potential return, the fastest
We can also help you transform the uncertainties, instabilities, challenges and risks generated by the accelerating pace of world-wide change ... from business impediments and frustrations ... Into powerful, long-term business building forces ... that actually help you grow your business more easily and quickly for years to come.
The "Risk-Wise"® Investor shows financial advisors and the investors they serve do more business ...Including HOW TO:
management firms & financial advisors do more business by creating more
knowledgeable, less emotional, more realistic, ready-for-anything "Risk-Wise"®
The fresh, game-changing, "Risk-Wise" ® approach is based on a new, user friendly, simple and non-technical way to reduce the fear & risk normally associated with
risk & risk management.
As a result, clients are able to better understand, "demystify" & manage all types
of risk, including both traditional "External Risks" & Self-inflicted "Internal Risks"
frequently encountered when investing.
This “First of Its Kind,” New Risk-Wise® Program Helps Advisors Learn How To:
And much, much more....
"Don't be afraid to innovate and be different. Following the herd
is a sure way to mediocrity"
- Investors Business Daily
"When you change the way you look at things, the things you look at change."
- Max Planck, (Nobel Prize in Physics, 1918)
"It's not the strongest species that survive, nor the most intelligent,
but the ones most responsive to change"
- Charles Darwin
"The most effective way to manage change successfully is to create it.
Action Point: Anticipate the future now emerging and be a change leader"
- Peter Drucker
"Courage is the power to let go of the familiar"
- Mary Bryant
"Be the change you want to see in the world"
- Mahatma Ghandi
"No one can achieve any real lasting success in business by being a conformist"
- J. Paul Getty
"Why not go out on a limb; that's where the fruit is."
- Will Rogers
"It is good to be different.... in the 1-2% of people who are
thought leaders and innovators."
- Steve Jobs
"Change before you have to"
- Jack Welch
"Your brand is your customers belief of what you stand for as a company."
- John Rutledge
"Concentration is the secret strength in politics, in war, in trade; in short, in all management of human affairs"
- Ralph Waldo Emerson
"Not everything that counts can be counted, and not everything that can be counted counts"
- Albert Einstein
"Knowledge is the antidote to fear"
- Ralph Waldo Emerson
"Risks you've identified, thoroughly understand, and are fully prepared for cannot hurt you"
"It is the wolf you do not see that you must fear the most"
- Old Russian proverb
"Never doubt that a small group of thoughtful, committed people can change the world; it is the only thing that ever has."
- Margaret Meade
A wide array of articles we've written have been published in the national financial industry press. They review a number of ways to "energize your business growth" tighten client relationships, and help you gain a unique competitive advantage
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To rapidly gain business traction, grow your sales, increase your market share, and accelerate your success in any economic environment or to just learn more about our services give us a call or email us via the "Get Started Today" button above.
34 Walden Street, No. 306, Concord, MA 01742