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About Us





We understand the financial products distribution business very well. Established contacts and relationships with emphasis on sales/marketing positions: including, wholesalers, institutional sales, pension sales, product development, national key accounts, and sales management.

Focus solely on investment products sold through intermediary retail distribution channels: including, mutual funds, annuities, retirement, managed money, and alternative investments.

Over 25 years of experience helping clients:

  • Formulate compensation and performance management strategies
  • Develop base pay and bonus/incentive programs
  • Link sales force efforts to organizational objectives
  • Find, select and hire top industry talent


We are better able to partner with our clients:

  • We take the time to get to know and understand our client's needs:
    • Commitment, strategy, strength and tenure of management
    • Goals
    • Corporate culture
    • Start-up vs. existing
  • Leveraging our industry knowledge
    • National database of industry relationships
    • Understand industry segmentation — investors and channels determine product and packaging
    • Understand process and subtleties of selling and servicing the different intermediary distribution channels
    • Leading provider of proprietary, wholesaler-specific sales and compensation reports


Clients benefit from our whole range of services:

  • Evaluation Expertise
    • Territory, Product and Distribution Channel focus
    • Production, Ranking and Sales Goal Achievement
    • Compensation
    • Competency Matrix
  • Market Knowledge & Research
    • Connected to industry professionals nationwide
    • Publish a series of proprietary reports that examine product distribution analysis results and their implications for sales strategy
  • Strategy Development Experience: including, external benchmarking, market mapping, channel segmentation and targeting, incentive plan design and management, sales force sizing, territory alignment, and quota setting