Margolis Advisory Group, Inc. . Investment Management . Consulting . Sales

We work exclusively with the investment management industry to enhance sales growth and retention through people, product and process improvements. Right now, you may need to adjust or accelerate your sales, marketing and product strategies to fit with the changing market environment. more...

Read our latest white paper:
Inside an Investment Management Firm:
Building a Premier Marketing,
Sales and Client Relations Organization

While our expertise can be extremely helpful to investment managers in thinking through problems and analyzing the marketplace, we feel strongly that our clients benefit most when that thinking is translated into execution. more...

We offer a comprehensive range of services:
Sales skills effectiveness
Functional integration
Client retention
Market expansion
Implementation assignments
Custom assignments

Jeffrey Margolis has spent more than 25 years in the investment management industry focusing on sales, marketing, client service, and product management. more...