Brian Lutz Email & Phone Number

Moorestown, Nj, Us

Elite Consulting Partners is an advisor transition consultant, business consulting, and broker-dealer M&A firm focused on providing strategic advice and solutions to the financial services industry.We offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients. We ensure our clients' objectives and goals are realized during their due-diligence and transition process.We work with many of our clients in areas concerning transitioning to a new broker dealer, investment advisory firm, custodial platform changes, maximizing revenue, increasing headcount, and monetizing the equity within a practice or business through negotiated mergers or simple advisor recruiting deals and packages.Elite Consulting Partners serves as your strategic consulting partner, within the financial services industry to maximize the value of your business during a transition, growing your revenue through advisor acquisition, and exploring other opportunities to monetize the value in your business. We serve as the bridge connecting advisors and businesses to unbiased actionable opportunities. We deliver competitive consulting intelligence to maximize your revenue and increase the equity within your practice or business.

Philadelphia, Pennsylvania, Us

Helping companies identify new opportunities to drive meaningful impact along the customer journey. Customer expectations are ever-changing. As a consultancy partner, I can help you find a clear path forward by identifying new opportunities and delivering extraordinary experiences.Primarily focused on* AI Solutions* Web development + digital marketing solutions* Data + Analytics* End-to-end accessibility solutions* Innovation programs + new ventures* Enterprise digital products

Serenade Consulting is a dynamic consulting service specializing in customer acquisition, sustainable growth, and process optimization. We blend data-driven strategies with industry insights to propel your venture to new heights. We collaborate with our clients to develop and refine the organization's growth strategy, identifying key opportunities and targeting markets by conducting in-depth market research, competitor analysis and customer segmentation.Recent Results:Increased client membership 64% in 4 monthsIncreased client's top line revenue 74% in Q1 2024

Chicago, Il, Us

Managed the entire sales cycle from prospecting to closing prospective and existing clients; arranging meetings and liaising with clients to understand their requirements; unearthing new sales opportunities and developing them into long-term partnerships; and researching, preparing and delivering sales presentations to all levels of a client’s executive and management team.Initiated weekly account reviews with project teams to dialogue with project managers and cross functional teams to identify opportunities and present to client management. Tracked account health via milestone surveys, monthly business reviews and weekly internal project reviews.Achieved sales goals by increasing client retention rates and client lifetime value (LTV). Owned Hubspot Sales & Marketing hubs to develop and optimize automation workflows across multiple outbound channels.Consistently exceeded sales goals (1Q 2023 +165% | YE 2022 +21%) by developing a weekly analysis of marketing outreach, sales leads and pitch meeting performance; tracking them to closure; and sharing successes with leadership & marketing teams to enhance sales overall efforts.Developed a growth services platform providing Strategic Guidance on client-specific growth strategies to achieve client-specific desired outcomes. This included an organizational evaluation, business assessment of where & how growth could be attained and presentation to client's leadership team.

Marlton, Nj, Us

Provided marketing and sales leadership for a $100 million holiday photography company offering Experiences as a Service to the shopping center industry and top tourism venues in North America. Generated new revenue growth through cultivating and closing existing relationships, performing cost-benefit analyses of existing and potential clients and developing new growth channels through strategic partnerships.Exceeded 2019 sales goal by 11% by performing guest traffic and conversion analysis on set and optimizing pricing by demographic and psychographic data by market.Developed a COVID-friendly holiday experience to save the 2020 holiday season for markets with social distancing restrictions by creating a virtual and modified in-person holiday set to meet evolving local, state and federal health and distancing restrictions.

Memphis, Tennessee, Us

Provided marketing leadership to a boutique commercial real estate management firm focused on customer acquisition, retention and engagement. Developed a standard of excellence around performance marketing providing predictable, data-correlated plans to meet business objectives.Increased Net Operating Income (NOI) by crafting data-driven sales narratives to assist in lease negotiations resulting in consistent increases in rent rates and net new leases.Developed a hardware, software and reporting solution with IoT devices to track guest visitation to monitor marketing effectiveness.Directly responsible for the design, implementation, execution and measurement of annual marketing plans for each property in the portfolio. Evaluated the performance and ROI of campaigns, adjusting tactics and strategy accordingly to maximize budget and performance. Identified and optimized new marketing channels including referral programs, affiliate and influencer marketing.

Chattanooga, Tn, Us

Provided digital marketing leadership for the 3rd largest Real Estate Investment Trust (REIT) in the United States. I developed multifaceted insights to improve decision making utilizing a variety of business intelligence tools, large data sets and visualization tools. Developed strategic programs to achieve overall department and company objectives. Led the development of analysis for marketing programs and provided recommendations to adjust strategy & tactics to increase campaign effectiveness. Provided strategic direction and management for key vendor/agency relationships. Stewart of the advancement of the consumer analytics function and capability. Collaborated across multiple business functions to develop multifaceted insights that informed smarter decision making.Increased lease rent rates by deploying IoT devices to track traffic & visitation data to ultimately develop storylines that provided leasing managers with narratives to enhance CBL’s value proposition. Developed reporting dashboards and on-going education to provide executive leadership team with talking points for national media outlets combatting the narrative that malls were not dying, but evolving.

Chattanooga, Tn, Us

Developed overall brand strategy for company and property digital assets that are aligned with company goals, generated revenue through new technology channels, enhanced the overall customer experience, elevated the CBL brand as a “Best-In-Class” Real Estate Investment Trust (REIT) and provided greater support for all CBL business units.Spoke at global industry conferences (International Council of Shopping Centers) on leveraging social media and consumer data to generate revenue and inform smarter decision making.Reduced portfolio SLA from one week to one hour improving sentiment by 68% by utilizing enterprise-level software and creating automations to route incoming requests to the appropriate channels for faster response times and resolution.Consistently produced double-digit increases of digital KPIs by creating educational assets for the field teams to understand and embrace the emerging digital channels and how to leverage them for social customer care and brand awareness.Developed and hired an in-house media team that exceeded last year conversion rates by 600%. The decision to bring this team in-house was led by a project charter created to report the cost-benefit analysis of executing media buying strategies in-house vs hiring an outside agency.

Chattanooga, Tn, Us

Directly accountable for creating and implementing a strategy to drive economies and efficiencies for the CBL Gift Card program including marketing research, competitive analysis, strategy development, market development, product pricing, and financial modeling and reporting. Liaised with retailer marketing teams to develop portfolio partnerships to drive measurable portfolio sales.Managed a $100,000,000 gift card program, worked with strategic partners to negotiate a profitable relationship to include marketing subsidies to promote the program, identified and closed national buying partners to drive traffic to the shopping centers.Developed strong working relationships across multiple functional areas.Developed project plans to get initial functional team responsibilities understood and executing.

Chattanooga, Tn, Us

Integrated CBL marketing initiatives including: strategic planning, internet marketing, retailer productivity, press releases, major merchandising/advertising and experiential/event marketing for the southern region including 14 properties in six states and three time zones. Founded CBL’s social footprint and developed SOPs for portfolio management.Promoted to Corporate Office after two years of developing and demonstrating social media strategies to compliment advertising and public relations at scale.=

Chattanooga, Tn, Us

Led efforts to drive and implement all marketing strategies and initiatives to support business goals and revenue generation for Acadiana Mall. Developed and maintained an annual marketing plan including a multi-million dollar marketing budget, created and implemented strategic marketing programs, identified strategic partnerships and secured sponsorships for marketing events, developed direct relationships with retailers to increase sales throughout the center. Assisted in the planning and developed the communication plan of a multi-million dollar renovation of the property. Consistently achieved the top performer of gift card sales in a 87-property portfolio averaging $1,300,000 per year for three years.Secured over $1,000,000 in earned publicity annually by developing local relationships and pursuing market relevant stories of interest.

Chattanooga, Tn, Us

Led efforts to drive and implement all marketing strategies and initiatives to support business goals and revenue generation for Chapel Hill Mall. Developed and maintained an annual marketing plan including a multi-million dollar marketing budget, created and implemented strategic marketing programs, identified strategic partnerships and secured sponsorships for marketing events, developed direct relationships with retailers to increase sales throughout the center. Assisted in the planning and developed the communication plan of a million dollar renovation of the property. Promoted to a top-five property in the portfolio in less than two yearsSecured $780,000 in earned publicity by developing local relationships and pursuing market relevant stories of interest.

Chattanooga, Tn, Us

Worked closely with the Marketing Director to implement all marketing strategies and initiatives to support business goals and revenue generation for Parkdale Mall. Developed direct relationships with retailers to increase sales throughout the center, developed family programming and events to drive key demographic consumers, developed specific strategies and programs to increase gift card sales year over year.Generated over $1,100,000 in gift card sales during a 12-month period by developing an employee incentive program for local businesses to utilize gift cards to reward performance.