Margolis Advisory Group, Inc. . Investment Management Firms . Consulting Services . Sales Growth and Retention

Margolis Advisory Group provides consulting services exclusively to investment management firms to enhance sales growth and retention through people, product and process improvements. more...

Read our latest white paper:
Inside an Investment Management Firm: Building a Premier Marketing, Sales and Client Relations Organization
Paper 2: Define Capabilities and Offerings, and Develop Marketing Strategy

Our expertise and perspective is extremely helpful to investment managers in thinking through problems and analyzing the marketplace.We also feel strongly that our clients benefit most when that thinking is translated into execution. more...

Our services drive success:
Marketing Strategy
Market Expansion
Marketing Support
Sales and Client Retention
Insurance Asset Management
Executive Development
Organizational Structure

Jeffrey Margolis, CFA, founded Margolis Advisory Group after spending more than 25 years in the investment management industry focusing on sales, marketing, client service, and product management. more...