Issue:
Our advisor training is one size fits all and isn't resonating with the field.
Our solution:
Issue:
Our client needs to assess their opportunity in wealth management lending.
Our solution:
We provide supplemental perspective on:
Issue:
Our bankers need to know what to say and how to say it.
Our solution:
Train the trainer:
Issue:
Our product adoption is stagnating. Our materials are limited.
Our solution:
Issue:
We are concerned about future litigation with respect to wealth management lending suitability.
Our solution:
Issue:
We are releasing a new technology solution but have a limited go-to-market strategy.
Our solution:
Issue:
Our advisors are generally unaware of 1.) "why lending" and 2.) our lending solutions.
Our solution:
Issue:
Our potential investors are having a hard time understanding the competition and market opportunity.
Our solution:
We provide supplemental perspective on:
Issue:
Our coursework is limited.
Our solution:
Issue:
The sales force of our asset management firm isn't selling in line with peers.
Our solution:
Issue:
We need to demonstrate specific sales, marketing, and product knowledge in a targeted segment.
Our solution:
Issue:
Our technology is great but our challenge is scaling to new firms and new markets.
Our solution:
Dozens of firms use our data and technology to find their ideal prospects
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