Marketing & Business Development

The financial services business is rapidly evolving and for those firms that want to thrive, it requires constant flexibility and a willingness to adapt. Identifying and implementing the proper resources for adaptation can be costly and time consuming, distracting you from your core business pursuits. Brightwork Financial Services is staffed with industry veterans that can help your business stay in line with this ever changing environment. Our Marketing and Business Development Services include:

  • Advising on current marketing trends and advancing technologies
  • Leveraging social media tools
  • Negotiating and establishing 3rd party relationships
  • Facilitating introductions to industry insiders and contacts
  • Assist with the implementation of best business practices and operational policies
  • Lead Generation
  • Lead Management guidelines
  • Developing lead generation networks and educator networks
  • CRM implementation and integration