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Business Consultants

We provide you with custom tailored marketing and lead generation plans to build your sales, profitability, and brand recognition as an expert in your marketplace.

Your personal Asset consulting team is dedicated to you

We help you expand your business through the sale of principal- protected insurance products

Dee Costa

Sr. Vice President, Business Consultant

I would do anything to help my team be successful. I’ve analyzed my producers’ operations, met with their staff and coached them through their darkest hours. I have also been blessed to celebrate their successes. I don’t consider advisors a client; I genuinely feel that they are family. If it is a shoulder to cry on, help through a slump or closing a sale, or finding a mentor, I want them to know that I’m in their corner.

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Sam Payne

Business Consultant

My responsibility is to help advisors achieve success in their business, hold them accountable, walk alongside them through every facet of their sales and marketing process, and ensure that they are doing what’s best for their clients. These are exciting times, and I’m encouraged by what the future holds for us.

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If you are not positioning insurance with your clients, someone else is.

We are leaders in the industry at creating and delivering proven marketing solutions that can help increase your sales and profitability.

Richard Paskal

Business Consultant

I’ve learned to recognize and respect the uniqueness of each advisor’s practice; therefore I do not take a “one size fits all” approach in consulting with and developing business plans for my team. As a former small business owner, I understand the challenges that independent advisors face and find the greatest pleasure in helping my advisors achieve their business goals and personal dreams.

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Chris Miller

Business Consultant

My lifelong passion for the financial services industry helps me deliver custom tailored solutions designed to drive and increase your practice’s performance. Advisors on my team achieve new levels of success by integrating cutting edge sales and marketing techniques combined with regular coaching calls and on-site visits to your office.

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