Strategic Execution That Drives Asset Growth

We help investment firms create the structure, systems, and clarity needed to scale — aligning teams, technology and business intelligence in a way that drives real results.

Backed by decades of experience across distribution, sales leadership, and business intelligence, we bridge the gap between strategy and execution — so your tools, people and processes work together to grow AUM.

Screenshot 2025-04-09 at 11.55.47 PM

Boutique Firms

Scaling business development eficiently and securing platform access — without full-time overhead.

Screenshot 2025-04-09 at 11.56.09 PM

Small & Mid-Sized Firms

Optimizing sales, tech, and data to streamline execution and drive AUM growth.

Screenshot 2025-04-09 at 11.56.28 PM

Large Firms

Bringing internal systems, reports, and sales infrastructure into alignment — so existing investments support real growth.

The Freeman Growth & Execution Framework:

Turning strategic vision into scalable results

Our process is built around three phases and six critical focus areas—all designed to work together in a practical, repeatable system

Phase I

Discovery & Strategic Assessment

We begin with your foundation — mapping how you’re positioned, where you compete, and why growth may be stalled. Using competitive intelligence and real-time market insights, we assess inflows/outflows, platform strategy, and positioning across teams.

Phase II

Infrastructure Development

Turn your existing data into revenue- generating insights that guide outreach and activity.

Make your tools work for you —
CRM and systems that drive growth, not friction.

Phase III

Infrastructure Development

Dashboards and KPIs that tell the truth — so leadership can focus on what’s working.

Give your team tools and structure that support execution, not admin work.

Move from reactive to proactive— using data trends and advisor behavior to stay ahead.

Market & Distribution Strategy Assessment

Clarify your competitive position and accelerate decision-making.

Includes:

Fund flow analysis, Segmentation review, Platform availability audit
Learn more

Platform Access Coaching

Position your product—and your team—for platform success.

Includes:

• Competitive intelligence (Morningstar, eVestment)
• Gatekeeper pitch prep
• Platform readiness and story refinement
• Ongoing guidance through the approval process
Learn more

Business Intelligence & CRM Optimization

You have the tools. Now make them work for you.

Includes:

• CRM audits and rebuilds
• Workflow and pipeline design
• BI dashboards + KPI alignment
• Internal/external IT collaboration for real execution
Learn more

Sales Process Optimization

Standardize your outreach. Enable your team.

Includes:

• Sales playbook development
• Targeting and segmentation strategy
• Enablement sessions for sales, marketing, and ops
Learn more

Data Analytics & Predictive Insights

Make your dashboards actionable—and your strategy smarter.

Includes:

Territory planning approaches, Advisor segmentation models, Growth dashboards
Learn more

Fractional Execution & Strategic Support

For firms that need a senior partner in the room—without full-time headcount.

Includes:

• Monthly or quarterly retainer
• Slack/email access, KPI monitoring
• Sales meeting leadership, roadmap accountability
• Available as Head of Distribution, CRM/BI Lead, or Growth Advisor
Learn more

Workshops & Executive Briefings

Focused, practical sessions that get leadership and teams aligned.

Topics:

• Gatekeeper Strategy
• CRM Workflow Design
• Data-Driven Sales Execution
• Distribution Optimization

Formats:
• 1-day sessions
• 90-min working sessions
• 30–45 min leadership briefings
Learn more

Enablement Academy (Coming Soon)

Scalable training for sales teams, tech teams, and leaders.

Courses:

• CRM Execution Lab (for tech/ops)
• Freeman Sales Masterclass
• Business Development Framework Bootcamp
Includes:
• On-demand videos
• Templates + facilitator kits
• Team licensing or LMS integration
Learn more

Project Sprints & Custom Engagements

Need something more focused? Start here.

Menu of Quick Projects:

• Platform Prep Accelerator
• CRM Field Fix Sprint
• Dashboard Design Lab
Build a Custom Engagement

Execution Environment

The integrated business development system aligning your people, processes, technology, and data for repeatable growth.

Why Firms Choose FIMC?

“We don’t just advise—we execute.”
We bridge CRM, BI, distribution, and platform strategy into one system that drives AUM growth.

qtq80-Bv78rH

What People Are Saying
About Freeman

Ready to turn strategy into AUM growth? Let’s get started.

Ready to accelerate your AUM growth? Let’s talk