2. ANDERSON
CONSULTING
PROPRIETARY
&
CONFIDENTIAL
“We are a boutique management consulting
firm specializing in the retail financial
advice industry.“
“We offer relevant, simple and trusted help
to materially improve the financial and
operational performance of your firm.”
• Strategic Planning
• Business Analysis
• Strategic Initiative Leadership
• Anderson Think Tank
• Anderson Toolkit Series
WHO
WE
ARE?
• Jeff Anderson
• 804-229-8397
• jeff.anderson@andersonconsult.net
• Sackets Harbor, NY
3. ANDERSON
CONSULTING
PROPRIETARY
&
CONFIDENTIAL
SELLING
INTO
RETAIL
ADVICE
In the Retail Advisory Series, we help organizations selling into retail
advisory grow revenue and expand operating margins.
We do this by arming your team with the critical marketplace insight to
better sell your value proposition, market your products and build trust
at the executive and operating committee levels.
This is about understanding the retail advisory marketplace, respective
business model and the concerns of executives leading these
organizations.
We arm your team with powerful knowledge including highlights below;
1) What are the differences in retail advisory models?
2) How does their profit and loss work?
3) How does the DOL impact their organization?
4) How are these firms organized and who are decision makers?
5) What industry trends are relevant and material?
6) How are they responding to industry trends?
7) What are the future business requirements for you to succeed?
8) What areas are they investing and divesting in?
9) How do your products/services align with their strategy?
10) How should you position, articulate your value proposition?
Let the Anderson clan help your team drive revenue and increase
operating margins within Retail Advisory marketplace.