Margolis/Kass Advisors provides consulting services exclusively to investment management firms to enhance sales growth and retention through people, product and process improvements. Our mission is to help firms adjust and accelerate sales, marketing and product strategies to fit with the changing market environment. We enable firms to overcome the hurdle of tapping into the right resources to move business ideas through development and into implementation.
With extensive industry experience raising billions of dollars and managing groups from start-up business development functions to complete divisions, Margolis/Kass works closely with a client’s executive management team, and sales and marketing staff to develop practical growth and retention solutions. These solutions are built directly from each organization’s unique core competencies, culture and business objectives. Together we focus on strategic ideas and practical implementation designed to propel firms from good to great.
Company Details
- Founded
- -
- Address
- 10853 Broadview Bay Point, Boynton Beach,florida 33473,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Boynton Beach.
- HQ
- Boynton Beach, Florida
- Competitors
- Make A Play Foundation, Lucas Brand Equity.
Margolis/kass Advisors Questions
Margolis/Kass Advisors's website is http://www.margoliskassadvisors.com
Margolis/Kass Advisors's LinkedIn profile is https://www.linkedin.com/company/margolis-advisory-group
Margolis/Kass Advisors's industry is
Financial Services
Margolis/Kass Advisors's top competitors are
Make A Play Foundation,
Lucas Brand Equity.
Margolis/Kass Advisors's categories are Financial Services
Margolis/Kass Advisors's founding year is 2008
