Advisor Services - Michael J Olah Associates

Go to content

Main menu:

As an accomplished client manager, sales engineer, and "plain English speaking" subject matter expert, Michael J. Olah adds depth and breadth to your team - allowing you to concentrate on running your business and servicing your clients without adding professional staff. We will function, as you choose, behind the scenes to coach and provide substantive input on your presentations and client interactions, or as a fully visible, totally seamless member of your team, interacting directly with your client or prospect.
Key Benefits

Cost effective approach to "rounding out" your service offering with experienced professionals without the expense of additional staff
Objective and independent analysis of your sales and client management approach - available "on-the-fly" without a long-term commitment
Added credibility - by having an ERISA attorney "virtually" on-staff

Key Capabilities

Full Service Client Consulting

Add a new dimension to your practice by providing additional service outside of your areas of focus - without introducing potential competitors to the relationship. We can provide all of the services we provide directly to our clients (described here) but will do so under your control. We will coach/mentor your staff to be effective, and provide the substantive analysis and solutions for them to present to your clients, or actually interact with your clients as a member of your team.

Sales Coaching and Engineering

With limited resources, every sales opportunity needs to be successful. By using a "needs/solution" approach to selling, we can backfill your capabilities with an analysis of relevant issues facing your prospect, a range of solutions appropriate to address them, and appropriate materials to convince the prospect that you have the understanding and capabilities to truly service their unique needs, with a holistic approach. As part of this process we can: 1) provide research assistance of the prospect, key decision makers, and potential issues they may be facing affecting their retirement plan, 2) analyze the publicly available information of the plan, and review any non-public information (including the plan documents) that you may be able to obtain, including making recommendations for their consideration about plan design, vendor selection, fiduciary process, and the like, 3) Conduct rehearsals, "play the client" and help develop a list of potentially "troubling questions" that may come up, and drill your team members on effective answers, and 4) Participate in the sale process, including being involved in pre-finals calls and attending the finals presentation as your subject matter expert.

Collateral Drafting/Presentations

By providing standard or custom content for your newsletters on topics of interest, "white papers," and email "blasts" of timely matter for you to use under your brand) with your clients we can help project the strength of your services and the total capabilities of your organization. Supplementing written materials, we can provide live or web-based presentations, client educational seminars on topics of fiduciary responsibility, and updates on trends in industry practice and regulatory activities. 
Back to content | Back to main menu