FREEMAN GROWTH &
EXECUTION CONSULTING
Optimizing Business Development for Scalable, Repeatable Execution
Helping Investment Firms Execute Growth Strategies with Precision
We partner with investment firms to create structured, repeatable business development processes that optimize sales execution, leverage technology effectively, and turn business intelligence into measurable AUM growth.
WHAT WE DO
We provide high-level strategic consulting, competitive intelligence, and execution frameworks that align sales, marketing, and leadership for measurable growth.
🔹 Business Development Strategy Consulting – Custom consulting for investment firms to optimize business development execution.
🔹 Competitive Intelligence & Platform Positioning – Data-driven reports to help firms assess market position, secure platform access, and enhance distribution.
🔹 Sales Enablement & CRM Optimization – Structuring repeatable workflows that maximize advisor engagement.
🔹 Technology & Business Intelligence Integration – Ensuring firms use data effectively to drive sales and market expansion.
HOW WE HELP
We apply a structured, repeatable process to business development strategy:
✅ Discovery – We assess your firm’s growth challenges and current processes.
✅ Competitive Intelligence & Platform Positioning – We provide custom reports leveraging Morningstar Direct & Evestment analytics to benchmark performance, analyze competitors, and identify distribution opportunities.
✅ Strategy Development – We build a customized business development roadmap based on data-driven insights and best practices.
✅ Execution Support – We provide tools, training, and implementation support to scale efficiently and drive measurable AUM growth.
FREEMAN CONSULTING
VS TRADITIONAL
APPROACHES
Set Freeman Investment Management Consulting side by side with the norm, and the difference is clear.
While others may offer one-off solutions or siloed expertise, Brian Freeman brings an integrated suite of services.
This holistic approach not only aligns sales with technology but also catalyzes lasting growth, transforming potential into performance.
It’s not just about having technology; it’s about leveraging it through the lens of industry leadership to drive results that speak for themselves.
WHO WE HELP
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Small & Mid-Sized Firms – Looking to scale business development efficiently and gain platform access.
Larger Firms – Seeking to optimize sales, technology, and data for better execution.
WHY WORK WITH US
🔹 Proven Experience – 20+ years in investment management distribution, spanning direct sales, sales management, executive leadership, and business intelligence.
🔹 Data-Backed Competitive Intelligence – We leverage Morningstar Direct & Envestnet to provide actionable insights and positioning strategies.
🔹 Structured Growth Process – A clear, repeatable framework firms can apply for long-term success.
🔹 Customized for Your Firm’s Needs – Every firm has unique challenges; we tailor strategies to align with your goals.
🔹 From Grassroots to High-Level Execution – We bridge the gap between strategic vision and on-the-ground implementation.
