Insight Management Consultants ("Insight") is a management consulting and technology services firm dedicated to assisting clients who face strategic challenges and opportunities as they pursue sustained competitive success.
Insight has gained the reputation as a firm executives look to when experience counts. Each of our professionals has extensive experience managing critical components of corporations. Most have backgrounds partnering within the largest consulting firms in the country. Unlike many firms, Insight does not employ a highly leveraged model, which staffs projects with junior people. Our model recognizes that senior management wants experienced, qualified assistance for their most important projects.
WHO WE HELP: Licensed financial advisors, life insurance agents, retirement planners, wealth managers and related professionals making over $100,000 in commissions annually, with experience in effectively pursuing targeted leads.
WHAT WE DO: We help you find prospects who actually need their expertise, by actively targeting your ideal customer profile throughout your active geographic area.
WHAT CLIENTS SAY: "I’ve only been a financial advisor for a year now. Spent my first months being trained to go to referral meetings, compliment babies, door knock, and cold call like a crummy salesperson… talking to the top performers, I realized I had to forget conventional methods and go virtual… Enter TrustyAdvice… In a few months, I went from trying to figure out how to target each local business to getting a flow of prospects that actually want to talk to me, automatically." -David Park, Exclusive Financial Specialist
HOW IT WORKS:
1) We start with an initial call to determine if we are the right fit.
2) We determine your Ideal Customer Profile, create a customized plan, and set up your targeted lead generation system.
3) Start talking to prospects!