These services are for managed account providers and brokerages who want to maximize their investor recruitment through bespoke marketing and sales system and personalized coaching from the expert team at Convertz. Clients are chosen at our discretion based on scheduling and availability.

Complete Marketing Development and Coaching – This is a very exclusive option for managed account providers and brokerages who are ready to take their investor recruitment to the next level. You should be ambitious and open-minded with a well thought out business before considering this option.

Hourly Consulting or Full-Day Deep Dive – You may retain us for one-on-one phone consultation (60 minutes) or a one-day, deep-dive consultation (9:00 a.m. until 5:00 p.m.).

This option is ideal for managed account providers and brokerages who are looking to improve their sales and marketing and are after guidance and feedback on their current systems or have sales team they’d like training specifically for investor recruitment.

To find out more about what a private consultation includes contact us here to request a conference with our expert marketing team.