INCREASE ORGANIC REVENUE BY 25% IN 12 MONTHS
Behavioral Science based process
Convert more conversations into AUM
Develop a team that outcompetes the industry
Say the right things at the right time to create buying conversations
Win Higher Fee Mandates
Enhance revenue from your clients through higher value products
Increase Multi-Product Clients
Deepen relationships with clients to be a partner
CLIENTS OUR TEAM HAS PARTNERED WITH
Nitya was an invaluable resource.
He was a partner in creating early momentum, changing the culture, and getting some early wins while we built out our team. The training and coaching he developed and provided was impactful to the sales team and our sales managers. I highly recommend engaging with him.
Dave Casper, CEO
It was a huge help having a resource like Nitya take our firm to the next level. He helped prioritize our goals for the sales team and took the responsibility of executing off my shoulders. I was able to focus on growing our key strategic partnerships and we had our best year ever!
Jason Ridgel, EVP
HOW ARE WE DIFFERENT?
We blend deep industry expertise with the latest in behavioral science to help with two specific things:
Improving the quality of the conversations you have with prospects and clients (calls, virtual meetings, presentations, finals)
Instilling habits that allow your team to maximize their potential and abilities
Our approach to customization is what differentiates us and leads to sustained results for our clients.
Set up more winning situations and convert more final opportunities
Connect with and influence more advisors
Build trust quicker and convert more leads