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.

Contact Dee

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.

Contact Sam

Bruce Beaty

Business Consultant

Bruce Beaty, Business Consultant with Asset Marketing, has served in the financial services industry for 25 years inspiring success and shaping the businesses of Producers and IMOs nationwide.

Bruce believes that personal growth is just as important as business growth. Bruce currently holds a CLU, ChFC, CSA, RICP and an MBA. Bruce uses his experience and knowledge to partner with both “green” and elite Advisors to develop and execute business plans as well as succession plans.

As a Business Consultant, Bruce takes a holistic approach to business planning. Having the right products, programs, and systems are crucial to a business, but execution is what is most important. Bruce has a way of holding you accountable while helping guide you through the process. Without execution a plan is just a plan.

When Bruce isn’t solving the needs of his clients, you will probably find him traveling with his wife and three children.

Contact Bruce

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.

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