99% of the industry looks at annuities for what they are ... Medallion looks at annuities for what they can do.
~ Michael T. Rossi | President
The goal of any marketing organization ought to be identifying their own unique strength, playing to that strength and identifying like-minded Advisors. Then limit the number of those relationships to maximize growth, sustainability and provide a ‘value add’ that is actually valued. Touting the “next big thing” is usually a re-packaged version of the “last big thing” and the antitheses of providing real value.
At Medallion Financial we have the tools you’d expect from your IDC. We have developed and refined effective processes in creating measurable and sustainable growth in your practice. These are time tested, proven business refinement processes that create lasting enterprise value.