We help investment firms grow AUM by aligning strategy, data, systems, and sales execution—using the resources they already have.
No matter your stage, we meet you there—with the tools, structure, and execution support to help you grow smarter and faster.
Includes:
Built for firms who need structure, alignment, and measurable growth.
Clarify your competitive position and accelerate decision-making.
Fund flow analysis, Segmentation review, Platform availability audit
Position your product—and your team—for platform success.
• Competitive intelligence (Morningstar, eVestment)
• Gatekeeper pitch prep
• Platform readiness and story refinement
• Ongoing guidance through the approval process
You have the tools. Now make them work for you.
• CRM audits and rebuilds
• Workflow and pipeline design
• BI dashboards + KPI alignment
• Internal/external IT collaboration for real execution
Standardize your outreach. Enable your team.
• Sales playbook development
• Targeting and segmentation strategy
• Enablement sessions for sales, marketing, and ops
Make your dashboards actionable—and your strategy smarter.
Territory planning approaches, Advisor segmentation models, Growth dashboards
For firms that need a senior partner in the room—without full-time headcount.
• 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
Focused, practical sessions that get leadership and teams aligned.
• Gatekeeper Strategy
• CRM Workflow Design
• Data-Driven Sales Execution
• Distribution Optimization
Formats:
• 1-day sessions
• 90-min working sessions
• 30–45 min leadership briefings
Scalable training for sales teams, tech teams, and leaders.
• 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
Need something more focused? Start here.
• Platform Prep Accelerator
• CRM Field Fix Sprint
• Dashboard Design Lab
“We don’t just advise—we execute.”
We bridge CRM, BI, distribution, and platform strategy into one system that drives AUM growth.