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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.
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