Part-time sales management with Full-time outcomes

Caddis LLC

The skills required for fly fishing mirror the skills needed to run your business.

Fly fishing is often suggested for veterans returning from combat to help them manage post-traumatic stress disorder and has certainly become a favorite of the c-suite due to its’ ability to help disconnect from the daily stresses at work, and even at home.

This is accomplished by filling the brain, and your senses with an incredible amount of data to execute strategic and tactical planning when attempting to fool these incredibly sensitive creatures (trout). Their scope of vision is far wider than ours, their reactions to sudden movements are often abrupt, their natural fear of more terrifying predators (eagles, hawks, bears, etc.), and their sensitivity to water temperature and lighting are only a few of the challenges facing a fisherman who is trying to replicate the natural state (at that moment) when casting a fly.

Why is this important in business? Awareness of your surroundings, the ability to adapt to changing conditions, the acknowledgement that what worked yesterday probably won’t work today and a commitment to patiently awaiting a positive outcome are all critical traits of great business leaders.

Grow Your Business Using State-of-the-Art Tools and Strategies

Fractional Sales Management

Too many business owners try to manage the sales team on their own. The task requires a diverse skill set and an open line of communication with marketing, the sales team, and the CFO. A CEO doesn’t have time to address all of these needs.

Watch out for that butterfly!

Butterflies are distractions. Marketing managers always talk about the buyer’s journey, however, that straight line path is often lost when one of these fly by…

Close-up of a handshake between two professionals in a business setting, symbolizing agreement.

The Sponsor Method

Whether you build your business through referrals or leads, this program uniquely maximizes your opportunity by sponsoring a non-profit organization.

Business professional in suit smiling confidently in a modern office environment.

Financial advisors, accountants and attorneys have grown via “referrals.”

We all love getting referred by our clients. However, we can’t predict when they will come nor how good they will be. Shouldn’t a great business leader seek other avenues to new business?

The document is available from the “learn more” link below. It places two business owners against each other to make a point. One chooses to grow without investing in marketing or sales management. The other spends what most businesses spend on these programs for growth. The study measures both organic growth in revenue as well as the difference in valuations.

01

Experience

The founder of Caddis has demonstrated success by bringing in over $2 billion in new assets under management for multiple organizations.

02

Measurable Results

In addition to providing proof of the effectiveness of this unique lead generation tool, we create and monitor the necessary KPIs to achieve annual goals.

03

Customized Solutions

Many marketing firms pretend they understand the unique challenges facing professionals in the financial services business. We are FROM the financial services industry, and know what needs to be done.

Growth has to be about more than word of mouth

Does your website move the sale along or is it just an electronic business card?

What if the website took the initial conversation from “why should I?” to “but how can you?” Your initial meeting is already closer to a great outcome. We can help build that for you.

Do you really maximize the value of that CRM or is it just an electronic rolodex?

Which CRM is best? Probably the one you already have! Let us unlock automations that increase productivity and scale up your efforts.

Are we consultants?

No. Consultants start the process by firing everyone. We believe that by improving the sales process even average salespeople will become better. We are certainly prepared to train and coach your salespeople and have done so for two decades.

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Improving the AUM growth of RIAs, the effectiveness of wholesalers, or the assets under management of advisors is WHO we are.

For less than what it costs to hire a registered assistant, your firm can unlock its full potential.

Schedule your introductory consultation today.

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