(888) 580-9473 | 
“We asked The Collaborative to help us transform our sales approach into a well-defined process, understand and investigate other sales channels and improve our marketing communications. Their investment industry knowledge and experience provided fast and effective results. With their guidance we’ve implemented sales and marketing improvements, held discussions with sales channel partners and continue to make positive changes based on Collaborative recommendations. ”
—David Yuska
President & Founder
“As is often the case in highly intellectual or technical firms, New Frontier is a ‘product-focused’, not a ‘sales-focused’ company. The Collaborative helped to determine the marketing and distribution strategies best suited to our firm, and then gave us complete ‘A to Z’ guidance for implementation. We gained sales and marketing insights we’d never had before.”
—Matthew Pierce
Chief Operating Officer
“Whether profiling senior team candidates, integrating and transitioning new candidates into our wealth management firm, or innovative, customized professional development for our team, we view The Collaborative as our consulting ‘Consigliore’ and a permanent outside consultant for our firm.”
— Michelle Smith, CFP, CDFA
Co-Founder & Director of Family Wealth Management
“The Collaborative doesn’t so much train people, as it evolves them. They focus on the person and the process, fostering an experience that enables sales professionals to make their work a life experience, not just a job experience.”
—Stuart Sheppard
Managing Director – Sales & Marketing
“We built a new and enhanced team over the past year at the executive level with very accomplished and experienced executives. Our aggressive growth plans call for a great deal of communication, cooperation and objectives management between the executives and our associates. To accomplish our goals, we knew that we must maximize our understanding of one another, our ability to work together effectively and our communication skills, so we hired The Collaborative to assist us with our mission. Our experience was fantastic. The team was fully engaged in the process that they established for us and the results were exceptional. I would highly recommend The Collaborative for a job well done and certainly our team can attribute some of our ability to reach our goals to them!”
—Tommy Thomasson
President & CEO
”At FutureFirst (acquired by Global Investment Systems in 2004 and now part of Linedata), we wanted to enter a larger and different market and needed a marketing relaunch to be successful. The Collaborative studied the competitors and the structure of the very technical hedge fund accounting software market, and was able to accurately position FutureFirst in that space. This enabled FutureFirst to position itself for an acquisition, and enabled GIS to enter that growing market.”
—Terry Brennan
Director of Alternative Investments
—Paula Fowler
Senior Vice President–Operations
“Last year we took a long and hard look at what we needed in the area of sales training and then went searching for the best company that would fit our way of conducting business. We first needed to assess our sales team so we had everyone take the DISC, which really opened our eyes [to behavior style]. We not only are managing the team more effectively, but we redesigned our approach to have a more activity-driven sales process rather than just [going for] new assets. It has also helped to fine tune the skills of some of our team that perhaps had gotten a bit rusty. Lastly, we have also used some of the time management and sales skills ideas to adjust to this very difficult market and prospecting environment. We will look to The Collaborative again this year for business planning again as we did last year.”
—Jeffrey W. Wheeler
Managing Director
“In working with The Collaborative we were able to develop and execute a more focused and defined business development strategy resulting in a dramatic increase in revenues and assets under management.”
—Kevin E. Birch
Account Vice President
“Your sales and client service training was relevant, effective and appreciated by our employees. It also provided unexpected benefits through improved internal communication and a better understanding of what is truly important to our customers.”
—Jan A. Miller
President & CEO
“Lewtan has increased sales productivity 159% since 2002, when The Collaborative developed new product positioning and messaging; assisted us with sales personnel assessment and designed and implemented sales skill training. We had just come off the worst sales year ever—I give The Collaborative credit for helping us make this turnaround”.
—Ira Keller
President and COO
“The Collaborative knows how salespeople think, work and are motivated. From assessing our sales process, to behavioral selling and motivation training, to revamping sales job descriptions and compensation plans – the Collaborative assisted us greatly in enhancing our sales organization.”
–Jack Wiener
Executive Vice President
“The Collaborative has been providing DISC behavioral style assessments to our company since 2004 as part of our hiring process. These assessments help ensure that we understand a candidate’s behavior style and that their values are compatible with those of our company. I highly recommend The Collaborative to any company that wants to optimize its hiring process, build smoothly running teams, and minimize turnover.”
—Randal Chinnock
President
“We engaged The Collaborative to assist with our direct selling efforts. The Collaborative worked with our management team and helped to hire sales staff, mentor staff and provide both strategic and tactical support on deals. Their experience was invaluable.”
—Richard Farrell
Chief Executive Officer
“In moving to re-launch our products and enhance our marketing communications under new ownership, we asked The Collaborative to conduct a marketing audit, review and recommend tactical marketing plan. The quickly assessed our materials and approach, and gave us a go-forward plan that addresses all aspects of tactical marketing. We highly recommend The Collaborative and their work.”
— Matt Bellias
Head of Product Operations
SS&C PORTIA
“We are in a very competitive B2B sales environment where high-quality sales people are critical to sustained success. I retained The Collaborative to assist in transforming a team of relationship managers into business consultants. The Collaborative’s experience and business acumen were evident the moment we began analyzing the situation. Unlike many consultants, there was very little education required before we agreed on a course of action. The first session with the team was a tremendous success. The team was fully engaged and the first round of territory plans was a vast improvement from the previous year. All of the team members gained confidence after the first session and many saw immediate results. Whether you are creating a business development strategy or building on what you have, you’ll see meaningful results with help from The Collaborative.”
formerly Director of Sales
“The Collaborative team has helped us to create a more relevant message about what we do and who we do it for, and the systems to communicate that message on a consistent basis. This process has allowed us to immediately uncover opportunities that were there all along, but we did not know how to access them.”
—Mark Singer
President & CEO
Safe Harbor Retirement Planning
