Solutions for Growth

GrowthTrek works with investment managers seeking to grow over the long-term. Growth is the essence of our existence. We seek to identify the areas where your firm can optimize its resources through a disciplined and rigorous process.

This is accomplished through a framework that emphasizes teamwork with involvement from investments, marketing and management. Expectations include a more focused and organized structure, increased accountability of prioritized activities/actions from a disciplined process for sales and service. This results in building a long-term marketing culture.

Phase 1: Strategic Outlook

Formulate a Strategic Plan — “Key Factors for Success”

A Vision for your business sets forth a foundation for planning and process.  What does it mean for your organization to be successful?  It has to be defined by you!  As a starting point, each functional area in a firm can determine their key factors for success and collectively, the organization has a perpetual planning process based upon resolution of these key factors.

Establish a Long-Term Marketing Culture

Everyone in a firm has a vested interest to help grow the business.  Their involvement in activities related to retention and sales is paramount for future success.

Phase 2: Perpetual Marketing Process

Organize for Success

Proper organization of your clients, prospects, consultants/advisors, and others, is essential for the prioritization and subsequent execution of activities.

Client Service & Marketing Process

Phase 3: Tools of the Trade

Clarity and consistency of your messaging is important for your success. Ideally, more simplicity is helpful than complexity. We also provide counsel on the institutionalization of other key functional areas of your business including compliance and operations. Incorporating best practices for these other functions can help with your competitive positioning versus peers.

GrowthTrek: How it Works

Whether being a seasoned organization or less established firm, our framework provides an opportunity for growth. We can provide strategic and tactical guidance to help you develop and execute a sustainable process for growing your business over the long term.

Investment managers in our program gain a disciplined understanding of how to grow their businesses, as well as to navigate challenges. Our process-driven client service, sales and marketing is inclusive for all in the organization who have a vested interest in growth.