Services

As a Multiemployer funds strategist, Traci helps guide investment management firms pursuing client development with multiemployer pension funds. Traci fully understands the nuances of the multiemployer fund sales cycle and will partner with your firm to guide a Taft-Hartley pension fund sales strategy. Traci will continue to watch the defined benefit and contribution landscape for new or untapped business opportunities and answers as a strategic thinker.

ASSESS OR APPRAISE.

Let us assess current marketing materials and client development systems for multiemployer segment launch preparation.

EDUCATE.

Let us assist in coordinating sales efforts and training the internal sales team on multiemployer pension plan relationship building.

DEVELOP.

Let us help plan, develop, and produce multiemployer marketing materials and industry-required reporting systems.

SALES TEAM MEMBER.

Become a third-party extension of your sales team by providing fund-specific education to investment consultants and prospects and efficiently contributing to raising assets.