Financial Services Consulting

Financial Services Consulting

Consult P3 co-founder Andy Klausner has more than 25 years of experience in the financial services business. His broad range of experience ranges from sales and marketing, to product development to building and managing wealth management (and fee-based departments).

He understands the unique challenges faced by industry participants at all types of firms – banks, traditional brokerages, investment management firms, mutual fund companies and RIAs.

Some of the programs that can be customized to each client’s needs include:

  • Gaining Referrals ASAP
  • Transparency = Client Confidence = Client Retention
  • Success – As Measured by Client Service
  • The Importance of YOUR Brand
  • Creating a Compelling Client Experience
  • Find Your Niche – Grow Your Business!
  • The 10 Keys to Marketing Success
  • Create a Buzz to Grow Your Business
  • On-Line and On-Point: A Guide to Social Media Success
  • Can You Articulate Your Value Proposition?

Faculty Focus:

Eileen Dowse, founder of Human Dynamics, is an innovative, results-oriented human resources leader with extensive experience in organizational development, executive coaching, human relations and facilitation.  Human Dynamics provides coaching and counseling to executives and leaders from a variety of industries in the areas of performance, productivity, career transition and workplace dynamics. Industries served include high […]