Our Services

Practice Leader: Michael L. Lucas

We offer a comprehensive suite of Business Development Solutions that is designed to maximize sales opportunities, including but not limited to increasing assets under management

Our services include but are not limited to the following:

• Identify appropriate market segments and prospects
• Establish methodologies for implementing an opportunity maximizing sales system
• Develop effective communication tactics for various market segments and stages of the sales process
• Develop prospect education models
• Identify closing opportunities and closing strategies
• Prepare effective request for proposal writing skills
• Develop finals presentations skills

In the event that you do not currently have an in-house business development person or staff, we can provide an Outsourced Chief Business Development Officer (OCBDO) to deliver all of the business development solutions necessary for success in the institutional marketplace. The OCBDO would serve as your go-to business development person for as long as necessary to ensure that your marketing needs are consistently addressed.