Built for execution. Focused on results.

We help investment firms grow AUM by aligning strategy, data, systems, and sales execution—using the resources they already have.

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Where Are You in Your Growth Journey?

No matter your stage, we meet you there—with the tools, structure, and execution support to help you grow smarter and faster.

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Distribution Optimization Program™

Includes:

  • Key Stakeholder interviews
  • 1-day workshop (in-person or virtual)
  • Custom scorecard + prioritized roadmap
  • Covers all six focus areas: distribution, data, technology, business intelligence, sales enablement, and predictive insights and growth strategy
  • Optional 6-month implementation support

Built for firms who need structure, alignment, and measurable growth.

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Market & Distribution Strategy Assessment

Clarify your competitive position and accelerate decision-making.

Includes:

Fund flow analysis, Segmentation review, Platform availability audit
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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
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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
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Sales Process Optimization

Standardize your outreach. Enable your team.

Includes:

• Sales playbook development
• Targeting and segmentation strategy
• Enablement sessions for sales, marketing, and ops
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Data Analytics & Predictive Insights

Make your dashboards actionable—and your strategy smarter.

Includes:

Territory planning approaches, Advisor segmentation models, Growth dashboards
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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
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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
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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
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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

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.

  • 13B → $70B AUM track record
  • 20+ years of executive distribution experience
  • Trusted by boutique and scaling firms
  • We stay until it works
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Ready to turn strategy into AUM growth? Let’s get started.

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