Freeman Investment Management Consulting

FREEMAN GROWTH &
EXECUTION CONSULTING

Optimizing Business Development for Scalable, Repeatable Execution

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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.

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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.

business-strategy

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.

Who We Help

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.
Fin the Right Solution for Your Firm

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

A clear, repeatable framework firms can apply for long-term success.

From Grassroots to High-Level Execution

We bridge the gap between strategic vision and on-the-ground implementation.

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.

What Industry Leaders say about Freeman

Brian Freeman and I have worked as colleagues in the areas of data structure, analysis and visualization. His ability to clearly identify gaps, articulate the issues in a simplified way and propose viable solutions for maximizing sales efforts combine to provide a unique and expert skill set.
Jeff GurnettPrincipal, Head of Business Applications & Technology, The London Company
Brian is a highly effective sales strategist. He was the architect of our data analytics effort which significantly enhanced the productivity of our sales outreach, portfolio manager travel, as well as advisor engagement. Brian is highly committed and a true professional in our industry, and a great colleague.
James CampManaging Director of Fixed Income and Strategic Income, Eagle Asset Management
I would definitely listen to what Brian has to say about sales growth, data, technology, and matching products to the marketplace. I have known Brian very well for nearly 20 years, and he has always had good listening skills and a grasp of leading technology and experience in marketing to help business growth.
Tom ThorntonSVP, Director of AMS Research, Raymond James and Associates
For me, Brian’s biggest impact comes from his ability to understand the broader business goals and be an advocate for the role that sales should play in the process. Brian’s ability to “speak the language” of both business and sales has been instrumental in setting and accomplishing some of the major goals of this firm
Eric WilwantCOO, Raymond James Investment Management
Upon my retirement, Brian was without doubt viewed as the most knowledgeable and relied upon individual in the entire sales organization. Brian’s experience encompassed, sales, sales management, marketing, technology and data management, along with anything else we needed for success.
Richard RossiFormer President of Carillon Tower Advisers

Explore Our Solutions

Whether you need one-on-one consulting, competitive intelligence, or a structured execution playbook

We offer services designed to fit your firm’s needs.

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