"The Collaborative team has helped us to create a more relevant message about what we do and who we do it for, and the systems to communicate that message on a consistent basis. This process has allowed us to immediately uncover opportunities that were there all along, but we did not know how to access them"

—Mark Singer
President & CEO
Safe Harbor Retirement Planning

"I wanted to thank you for helping my advisors implement the 7 Steps to Effective Business Building process. I found the program to be a very unique but also a very straight forward approach to business development. I was impressed with how the program was able to help each advisor create their own unique mission statement upon which they can build a very effective business plan. You take into account the behavioral tendencies of the typical client which I think is often overlooked by other programs I have seen. Thanks for all your support."

—John Larson
Sr. Regional Business Consultant
Curian Capital

"We benefited greatly from our relationship with the Advisors Trusted Advisor team. We started out with a branding assignment but with a purpose…bringing in new business. They could relate to our spirit of driving for results and it showed in everything they did. Throughout the project we felt we had another teammate at the table. Making us feel unique with personalized solutions set them apart from others. We look forward to working with them again." 

—Holly D. Deem
Chief Operating Officer
WealthTrust, LLC

"We hired AdvisorsTrustedAdvisor to help us differentiate ourselves within the investment management industry.  Their branding and business evaluation process is completely professional and first class.  Their desire to formulate an attractive representation for our company through brochure creation, website evaluation/construction, and most of all -- helping us articulate our own story -- has been wonderful.  During the whole process they cordially listened to our company's views, objectives, and desires, along with interviewing current clients. They then completely formulated the needed wording, differentiation, feeling, and sense of direction so that we could market ourselves uniquely.  WOW!!!  What an amazing job -- and we are very excited to implement their finished work within our business.  I highly recommend AdvisorsTrustedAdvisor for any of your business development needs." 

—Andy Rice
Vice President
Money Management Services, Inc.

"In working with the principals of AdvisorsTrustedAdvisor we were able to develop and execute a more focused and defined business development strategy resulting in a dramatic increase in revenues and assets under management."

—Kevin E. Birch

Vice President - Investments
UBS Financial Services

"Rebranding and repositioning is what was key - this opened up people's eyes to all that we do. People thought we were just tax advisors, and now they come up and say … I'm going to bring [investment] money to you'. We're getting calls out of the blue now; many incoming calls we never got before and several new clients – and the program's just begun! Everybody should use AdvisorsTrustedAdvisor if they want to take their business to the next level. We could never do this without their help.””  

—Jerry McCarthy
President
McCarthy Wealth & Tax Advisors

"At my last firm, an AdvisorsTrustedAdvisor principal served as interim COO, and the impact was dramatic. They led efforts that eliminated departmental "silos", improved processes, and revamped sales and marketing efforts (which increased sales and client satisfaction). While it was only part-time presence, it felt like full-time results!"  

—Kristan Tammaro
Wealth Product Manager
Boston Hill Advisors

 

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