Have You Had Success Marketing a Financial Consulting Firm? This Multi-Location Group Wants to Talk

Written by ChuckMeyst2015 on . Posted in Pitchcast, USA/North America

We’re a long-established international risk management consulting firm. We are not insurance brokers, insurers, or re-insurers. We provide advice to corporations for a fee to help them obtain the most efficient and effective ways of transferring risk via insurance or other contractual means.  After many years without a formal marketing effort, we’re now ready to communicate our unique independent fee-only insurance and risk management services to potential clients who will benefit. To date all of our business has been by referral, and although we have grown every year we believe it is time to take the next step. We wish to formulate our approach so that it can lead to a steady stream of clients in various businesses for which we deep intellectual capital and proven success. Located in NY and FL. Budget $250,001 – $500,000 and TBD

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