Adviser Investments | The Collaborative

What our clients say

“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
New Frontier

"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
Linedata Services, Inc.

“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

Netage Solutions, Inc.

"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
Adviser Investments

“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
Linedata Services

“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
Adviser Investments