Strategic Execution That Drives Asset Growth

Strategic Execution That Drives Asset Growth

Start

Aligning Strategy and Execution to Grow AUM

We help investment firms create the structure, systems, and clarity needed to scale — aligning teams, technology and business intelligence in a way that drives real results. Backed by decades of experience across distribution, sales leadership, and business intelligence, we bridge the gap between strategy and execution — so your tools, people and processes work together to grow AUM.

Next

The Freeman Growth & Execution Framework:

Turning strategic vision into scalable results. Our process is built around three phases and six critical focus areas—all designed to work together in a practical, repeatable system

Phase II

Phase III

Phase I

Discovery & Strategic Assessment

Infrastructure Development

Growth Enablement & Execution

Distribution Strategy & Competitive Intelligence

Data Utilization and Optimization

Business intelligence and analytics

Technology and CRM integration

Sales enablement and workflow efficiency

Predictive insight and growth strategy

Execution Environment

Phase I

Discovery & Strategic Assessment

Distribution Strategy & Competitive Intelligence

The Freeman Growth & Execution Framework:

Turning strategic vision into scalable results. Our process is built around three phases and six critical focus areas—all designed to work together in a practical, repeatable system

Phase II

Phase III

Infrastructure Development

Growth Enablement & Execution

Data Utilization and Optimization

Business intelligence and analytics

Technology and CRM integration

Sales enablement and workflow efficiency

Predictive insight and growth strategy

Execution Environment

Phase I

Discovery & Strategic Assessment

Distribution Strategy & Competitive Intelligence

Data Utilization and Optimization

The Freeman Growth & Execution Framework:

Turning strategic vision into scalable results. Our process is built around three phases and six critical focus areas—all designed to work together in a practical, repeatable system

Phase II

Phase III

Infrastructure Development

Growth Enablement & Execution

Business intelligence and analytics

Technology and CRM integration

Sales enablement and workflow efficiency

Predictive insight and growth strategy

Execution Environment

1.

Distritbution Strategy & Competitive Intelligence:

We evaluate your platform presence, positioning, and sales structure using real data and market intel—so you stop chasing noise and focus where your growth potential is highest.

2.

Data Utilization and Optimization

We connect, clean, and structure your firm’s data so your teams can use it to guide territory planning, outreach, and strategic decisions—all without adding new tech.

Next

3.

Technology and CRM integration

We reconfigure your CRM and tools to match how your team actually works—creating seamless workflows that reduce frustration and increase adoption across sales and leadership.

Next

Phase I

Discovery & Strategic Assessment

Distribution Strategy & Competitive Intelligence

Phase II

Infrastructure Development

Data Utilization and Optimization

Technology and CRM integration

The Freeman Growth & Execution Framework:

Turning strategic vision into scalable results. Our process is built around three phases and six critical focus areas—all designed to work together in a practical, repeatable system

Phase III

Growth Enablement & Execution

Business intelligence and analytics

Sales enablement and workflow efficiency

Predictive insight and growth strategy

Execution Environment

4.

Business intelligence and analytics

We build or refine dashboards that show the right KPIs, flows, and sales activity—so your team knows what’s working, where to improve, and how to act faster.

Next

5.

Sales enablement and workflow efficiency

We streamline internal processes, automate admin tasks, and embed accountability—freeing up your team to spend more time with clients and less time stuck in systems.

Next

6.

Predictive insight and growth strategy

We use advisor behavior, performance trends, and firm data to model what’s next—so you can plan growth proactively, reallocate resources strategically, and stay ahead of the curve.

Next

Phase I

Discovery & Strategic Assessment

Distribution Strategy & Competitive Intelligence

Phase II

Infrastructure Development

Data Utilization and Optimization

Technology and CRM integration

Phase III

Growth Enablement & Execution

Business intelligence and analytics

Sales enablement and workflow efficiency

The Freeman Growth & Execution Framework:

Turning strategic vision into scalable results. Our process is built around three phases and six critical focus areas—all designed to work together in a practical, repeatable system

Predictive insight and growth strategy

Execution Environment

Let’s talk.

4.

Business intelligence and analytics

• Review current reporting processes and tools.
• Evaluate clarity and accessibility of insights.
• Assess alignment of business intelligence strategies with objectives.
• Identify gaps in reporting or analytics capabilities.
• Explore opportunities for enhancing business intelligence.

Next

Most consultants bring one lens. We bring all of them. Direct sales, sales leadership, executive strategy, and business intelligence—this is where it all converges. We build systems that connect the field to the C-suite and turn growth strategy into execution you can trust.

CRM Dashboards:

Real-time insight reps actually use

Data:

One clean source of truth

Reports:

Tactical + strategic clarity

Executive Reports:

High-level alignment

Suggestive Engagement

Prioritized outreach

Sales Activities:

Trackable, measurable workflows

Actionable Insights:

Guidance tied to goals

Production Goals:

Real-time insight reps actually use

Digital Marketing:

Integrated engagement

Prospective Tools:

Lead conversion support

Ready to activate your growth framework?

Info

Most consultants bring one lens. We bring all of them. Direct sales, sales leadership, executive strategy, and business intelligence—this is where it all converges. We build systems that connect the field to the C-suite and turn growth strategy into execution you can trust.

CRM Dashboards:

Real-time insight reps actually use

Data:

One clean source of truth

Reports:

Tactical + strategic clarity

Executive Reports:

High-level alignment

Suggestive Engagement

Prioritized outreach

Sales Activities:

Trackable, measurable workflows

Actionable Insights:

Guidance tied to goals

Production Goals:

Real-time insight reps actually use

Digital Marketing:

Integrated engagement

Prospective Tools:

Lead conversion support

Ready to activate your growth framework?

Info

Most consultants bring one lens. We bring all of them. Direct sales, sales leadership, executive strategy, and business intelligence—this is where it all converges. We build systems that connect the field to the C-suite and turn growth strategy into execution you can trust.

CRM Dashboards:

Real-time insight reps actually use

Data:

One clean source of truth

Reports:

Tactical + strategic clarity

Executive Reports:

High-level alignment

Suggestive Engagement

Prioritized outreach

Sales Activities:

Trackable, measurable workflows

Actionable Insights:

Guidance tied to goals

Production Goals:

Real-time insight reps actually use

Digital Marketing:

Integrated engagement

Prospective Tools:

Lead conversion support

Ready to activate your growth framework?

Info

Most consultants bring one lens. We bring all of them. Direct sales, sales leadership, executive strategy, and business intelligence—this is where it all converges. We build systems that connect the field to the C-suite and turn growth strategy into execution you can trust.

CRM Dashboards:

Real-time insight reps actually use

Data:

One clean source of truth

Reports:

Tactical + strategic clarity

Executive Reports:

High-level alignment

Suggestive Engagement

Prioritized outreach

Sales Activities:

Trackable, measurable workflows

Actionable Insights:

Guidance tied to goals

Production Goals:

Real-time insight reps actually use

Digital Marketing:

Integrated engagement

Prospective Tools:

Lead conversion support

Ready to activate your growth framework?

Info

Most consultants bring one lens. We bring all of them. Direct sales, sales leadership, executive strategy, and business intelligence—this is where it all converges. We build systems that connect the field to the C-suite and turn growth strategy into execution you can trust.

CRM Dashboards:

Real-time insight reps actually use

Data:

One clean source of truth

Reports:

Tactical + strategic clarity

Executive Reports:

High-level alignment

Suggestive Engagement

Prioritized outreach

Sales Activities:

Trackable, measurable workflows

Actionable Insights:

Guidance tied to goals

Production Goals:

Real-time insight reps actually use

Digital Marketing:

Integrated engagement

Prospective Tools:

Lead conversion support

Ready to activate your growth framework?

Info

2.

Data Utilization and Optimization

• Inventory existing technology tools and platforms.
• Evaluate utilization and effectiveness of each tool.
• Identify areas for optimization and enhancement.
• Assess alignment of technology with business goals.
• Explore opportunities for new technology adoption.

Next

2.

Data Utilization and Optimization

• Inventory existing technology tools and platforms.
• Evaluate utilization and effectiveness of each tool.
• Identify areas for optimization and enhancement.
• Assess alignment of technology with business goals.
• Explore opportunities for new technology adoption.

Next

Most consultants bring one lens. We bring all of them. Direct sales, sales leadership, executive strategy, and business intelligence—this is where it all converges. We build systems that connect the field to the C-suite and turn growth strategy into execution you can trust.

CRM Dashboards:

Real-time insight reps actually use

Data:

One clean source of truth

Reports:

Tactical + strategic clarity

Executive Reports:

High-level alignment

Suggestive Engagement

Prioritized outreach

Sales Activities:

Trackable, measurable workflows

Actionable Insights:

Guidance tied to goals

Production Goals:

Real-time insight reps actually use

Digital Marketing:

Integrated engagement

Prospective Tools:

Lead conversion support

Ready to activate your growth framework?

Info

4.

Business intelligence and analytics

• Review current reporting processes and tools.
• Evaluate clarity and accessibility of insights.
• Assess alignment of business intelligence strategies with objectives.
• Identify gaps in reporting or analytics capabilities.
• Explore opportunities for enhancing business intelligence.

Next

4.

Business intelligence and analytics

• Review current reporting processes and tools.
• Evaluate clarity and accessibility of insights.
• Assess alignment of business intelligence strategies with objectives.
• Identify gaps in reporting or analytics capabilities.
• Explore opportunities for enhancing business intelligence.

Next

Most consultants bring one lens. We bring all of them. Direct sales, sales leadership, executive strategy, and business intelligence—this is where it all converges. We build systems that connect the field to the C-suite and turn growth strategy into execution you can trust.

CRM Dashboards:

Real-time insight reps actually use

Data:

One clean source of truth

Reports:

Tactical + strategic clarity

Executive Reports:

High-level alignment

Suggestive Engagement

Prioritized outreach

Sales Activities:

Trackable, measurable workflows

Actionable Insights:

Guidance tied to goals

Production Goals:

Real-time insight reps actually use

Digital Marketing:

Integrated engagement

Prospective Tools:

Lead conversion support

Ready to activate your growth framework?

Info

Most consultants bring one lens. We bring all of them. Direct sales, sales leadership, executive strategy, and business intelligence—this is where it all converges. We build systems that connect the field to the C-suite and turn growth strategy into execution you can trust.

CRM Dashboards:

Real-time insight reps actually use

Data:

One clean source of truth

Reports:

Tactical + strategic clarity

Executive Reports:

High-level alignment

Suggestive Engagement

Prioritized outreach

Sales Activities:

Trackable, measurable workflows

Actionable Insights:

Guidance tied to goals

Production Goals:

Real-time insight reps actually use

Digital Marketing:

Integrated engagement

Prospective Tools:

Lead conversion support

Ready to activate your growth framework?

Info

Most consultants bring one lens. We bring all of them. Direct sales, sales leadership, executive strategy, and business intelligence—this is where it all converges. We build systems that connect the field to the C-suite and turn growth strategy into execution you can trust.

CRM Dashboards:

Real-time insight reps actually use

Data:

One clean source of truth

Reports:

Tactical + strategic clarity

Executive Reports:

High-level alignment

Suggestive Engagement

Prioritized outreach

Sales Activities:

Trackable, measurable workflows

Actionable Insights:

Guidance tied to goals

Production Goals:

Real-time insight reps actually use

Digital Marketing:

Integrated engagement

Prospective Tools:

Lead conversion support

Ready to activate your growth framework?

Info

Most consultants bring one lens. We bring all of them. Direct sales, sales leadership, executive strategy, and business intelligence—this is where it all converges. We build systems that connect the field to the C-suite and turn growth strategy into execution you can trust.

CRM Dashboards:

Real-time insight reps actually use

Data:

One clean source of truth

Reports:

Tactical + strategic clarity

Executive Reports:

High-level alignment

Suggestive Engagement

Prioritized outreach

Sales Activities:

Trackable, measurable workflows

Actionable Insights:

Guidance tied to goals

Production Goals:

Real-time insight reps actually use

Digital Marketing:

Integrated engagement

Prospective Tools:

Lead conversion support

Ready to activate your growth framework?

Info