Caddis LLC

Caddis LLC installs proven sales systems and fractional leadership that turn inconsistent pipelines into sustainable growth—without the cost or risk of a full-time executive.
Just like fly fishing, winning in business requires awareness, precision, and adaptability. We bring those same skills to your sales function, guiding your team to consistent pipeline growth, repeatable systems, and measurable results.
Grow revenue. Build a sustainable sales engine. Fish smarter — not harder.

Case study #1

We customize a system that will generate 20% year over year growth – guaranteed.

Where do You Start? Click here!

Fractional Sales Leadership

Too many accounting and advisory teams try to manage the business development team on their own. The task requires a diverse skill set and an open line of communication with marketing, the business development team, and the CFO. The managing principal doesn’t have time to address all of these needs.

Case Study #2

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…

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The Sponsor Method

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

Case Study #3

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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.

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Experience

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

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.

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 tackle the early part of the sale 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 and marketing process even average salespeople will become better. A better website, complete with Search Engine Optimization and lead generation, plus better sales strategies and salespeople will lead to richer negotiation opportunities at scale. Our coaching services will help you land those very lucrative opportunities.

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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.

“Caddis has enabled United Advisor Group to maximize our marketing efforts through the Sales Mapping and Sponsor Method. The system and results are impressive!”

Ray Gettins, DirectorUnited Advisor Group

“The Wisdom program was of the highest quality- methodically executed, with excellent strategies for sales personnel, and highly engaging.”

Rhonda Lehman Davenport, CEORootSource Solutions

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

Schedule your introductory consultation today.

Sales mapping starts here