THEDISTRIBUTIONDEVELOPMENTADVISORS
 

 




KNOWLEDGE AND FOCUS
Financial services distribution is our only business.  We understand the layers of components and fluid dynamics that produce a successful outcome.

HANDS-ON INVOLVEMENT
The principals are involved at every step, and we place equal emphasis on sound design and successful implementation.

PROVEN ABILITY TO DELIVER TANGIBLE RESULTS
Our reputation is built upon trust, confidence and successful results.

COMPREHENSIVE EXPERIENCE
The depth and breadth of our distribution experience is unique in the financial services industry.

 

 

 

 
 
EXPERIENCE
Analysis of distribution structures and relationships
Conceptual development of new initiatives
Management of expansion and diversification projects
Construction of new business entities from “scratch”
Creation of business and financial projection models
Design of organizational structures and staffing profiles
Development of compensation plans
Implementation of business succession strategies
AT ALL LEVELS
Home office management experience
Field management experience
Entrepreneurial experience
SPANNING THE MARKET
BULLET
 Life insurance companies – independent and career
National insurance marketing organizations
Independent broker dealers
Life insurance company broker dealers
Banks
Wirehouses
Benefits firms
CPA firms 
Commercial property/casualty brokers
Registered investment advisors
Specialty firms, including ESOP and trust companies
Technology firms