Areas of expertise

  • Head of Sales Distribution
  • Sales Management
  • National Accounts
  • Wholesalers
  • Product Specialists
  • Institutional Sales
  • Portfolio Specialists
  • Product Management & Development
  • All Channels & Products, Nationwide

As a client, not only will you benefit from our ability to find talent, but you also have access to our distribution expertise. No other firm has built distribution from scratch for so many different firms and we understand how to help our clients succeed in their distribution efforts. Whether you need help with compensation plans, team structure, competitive intelligence, or simply advice on what approach works with different channels of distribution, you can rely on us to share our expertise gained from over 30 years of specialization in financial services.