Proven leadership for investment management firms ready to scale
Brian Freeman brings over 20 years of proven distribution leadership to investment management firms ready to scale. As former President & CEO of Carillon Fund Distributors and Head of Affiliate Sales at Raymond James Investment Management, Brian played a central role in scaling assets under advisement from $11 billion to $70 billion.
He was instrumental in developing the systems, processes, and team structures that powered transformational growth across institutional and intermediary channels. Unlike most investment management sales professionals, Brian combines deep sales expertise with advanced technology and business intelligence capabilities.
Today, Brian advises asset managers and global firms on the strategic decisions that separate industry leaders from everyone else.
For CEOs and senior leaders who need proven distribution expertise on demand.
Get direct access to an executive who has helped build what you’re trying to achieve. Brian provides ongoing strategic counsel on platform access, territory design, team alignment, personnel decisions, and the complex technology integrations that drive sustainable growth.
Ideal for firms navigating major distribution challenges or scaling initiatives.
Custom workshops that accelerate your team’s distribution effectiveness.
Brian delivers intensive, practical sessions tailored to your specific challenges. Drawing from real experience scaling multi-billion dollar platforms, these workshops provide actionable frameworks your team can implement immediately.
Popular topics include U.S. market entry strategies, CRM optimization, and building high-performing distribution cultures.
Perfect for onboarding new teams or elevating existing talent.
Self-paced learning that delivers decades of expertise in digestible formats.
Our flagship course, U.S. Distribution Decoded, gives founders and portfolio managers the insider knowledge needed to successfully enter American markets. What typically takes years to learn through trial and error, you’ll master in under an hour.
Praised by portfolio managers with 30+ years of experience as “incredibly valuable” and containing insights that “took their entire career to learn on their own.”
We’ve built what others only advise on—driving AUA from $11B to $70B.
We focus on strategy and the systems that scale it.
We help international firms crack the U.S. market.
Everything we deliver is built for action, not theory.
Whether you need ongoing strategic guidance, want to elevate your team’s capabilities, or are exploring U.S. market opportunities, we’re here to help you achieve breakthrough results.
All engagements begin with a confidential discussion about your specific challenges and objectives.