Margolis/Kass Advisors
Financial Services - Boynton Beach, Florida, United States
Margolis/Kass Advisors Employees
Margolis/Kass Advisors Details
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.
