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Invesco Funds Niche 6th largest U.S. family of load and no-load mutual funds for individuals, advisors and institutions. Work Marketing Consulting; Sales Coaching Problem Lack of regular asset raising ideas for Florida-region advisors Solution Create a series of :30-minute monthly conference calls for 50 advisors Results Monthly conference calls with sales ideas for more referrals, media exposure, and new asset gathering.   A. G. Edwards Niche Trusted financial advice and exceptional service at an affordable cost. Work Marketing Consulting; Creative; Copywriting Problem Lengthy, unresponsive direct mail seminar letters. Solution Copywrite, edit and produce new seminar letters targeted to 2,500 prospects. Results Greater than 75% increase in seminar attendance.   J.B Hanauer & Co Niche National securities dealer specializing in fixed income securities Work Marketing Consulting; Product Development Problem Lack of strategy to develop variable annuity business Solution Developed contacts in the insurance industry, including campaign-marketing materials. Results Created new niche and increased revenues by $10 million within 12 months.   LaSalle National Bank Niche Institutional securities dealer specializing in government agency securities Work Marketing Consulting Problem Unorganized system to market products to broker/dealers Solution Create an automated database marketing management system. Results Increased broker base by 183% in 18 months.   First Miami Securities Niche Regional municipal and fixed income securities dealer Work Marketing Consulting; Sales Consulting Problem Lack of customer loyalty and new business opportunities Solution Developed customer relationship mgt system and securities portfolio tracking system Results Increased sales, new clients and improved customer service.   Stock & Bond Club of South Florida Background Local association/networking group dedicated to investment and financial presentations and discussions. Niche Trade/Association Group Work Marketing Consulting; Media Consulting Problem Outdated direct mail letter wasn't new members; lack of media attention by Press. Solution Revamp direct mail letter; pitch Club's progress to business editors and reporters. Results 10% direct mail response from new members; local feature story done on Club President, complete with color photo.   Strategic Wealth Advisor Niche Certified Financial Planner with over 12 years experience. Work Marketing Consulting; Creative; Media Production Problem Produce one 12 min. "audio business card" master cassette to highlight CFP services. Solution Copywrite, edit and produce master cassette for duplication and distribution to new prospects. Results 1,000 upscale audiocassettes produced with high-end packaging.   The Noble Financial Group Background Boutique NASD, MSRB and state registered RIA firm, providing investment banking, securities, and asset management. Niche Financial services for high net-worth individuals, institutional investors and growth companies Work Marketing Consulting; Creative; Radio Production Problem Improve ratings of two leading daily drive-time financial talk radio broadcasts airing to a regional and national audience of 500,000+. Solution Executive Produce both shows; reformat content; liven shows via fresh news content, creative production and commercial spots. Results A 98% increase in listenership in 18 months.   Sensormatic Electronics Niche World leader in electronic security, and customers include 93 of the top 100 retailers worldwide. Work Marketing Consulting; Sales presentations Problem Lacking educational workshops on sales and marketing for Annual Dealer Conference in Miami, FL. Solution Taught two separate 2-day workshops on various marketing subjects. Results Over 200 attendees with separate ratings of "excellent."   Cracked Magazine Niche Humor magazines and entertainment. Work P/R; E-Strategy; Media Problem Lack of national media attention to monthly issue; improve magazine's subscription interest. Solution Promote special "Eminem" issue through national, regional and local media outlets. Results National radio and TV appearances on The Howard Stern Show, Comedy World, eYada.com, Wirelessflash.com; A 25% increase in web traffic and more subscription interest.   Growth Logic, Inc Niche Business and Management Consulting Work Marketing Consulting; Naming Services Problem Outdated corporate name didn't reflect Company's expertise in business start-up, turnaround, M&A and restructuring services. Solution Reposition, rename and create a new identity for Company. Results Re-named company "Growth Logic" in 45 days.   Integrated Computer Systems Niche Computer network and software development. Work Marketing Consulting; Creative; Copywriting Problem Outdated sales letters lacking persuasive tone and focus. Solution Create 2 new sales letters - introductory and follow-up. Results A 50% increase in appointments and business.   South Florida Consulting Group Niche Information Technology and MIS recruiting and placement. Work Marketing Consulting; Creative; Identity Problem An outdated 2-color logo that lacked high-end technology "feel" and "punch." Solution Create a corporate logo that communicates the company as a leader in IT recruiting - within company budget - while communicating an Information Systems feel. Results Produced 8 tasteful and newly designed, sleek 2-color logos for consideration. Logo chosen was a high-end stylish feel while incorporating an "Information Systems" flair.   Concord Consultants Niche Upper-level and management recruiting Work Marketing Consulting; Strategic Marketing Planning Problem No integrated marketing, advertising and publicity plan for a new national business launch. Solution Create a comprehensive plan, complete with competitive analysis, corporate identify system, media planning and PR strategy. Results 48-page plan submitted for management use for new business unit.   Microconsultants Niche Information Technology services Work Marketing Consulting; Company Naming Problem Missing catchy slogan that describes services. Solution Create an "audio logo" of identity for Company. Results Created "Innovative Technology Solutions" in 14 days.   GiftBaskets.com Niche Online retail and corporate gift giving. Work P/R; E-Strategy; Media Problem Need greater national exposure of the company's beautiful products and services. Solution Craft a publicity plan to have Gift Baskets.com featured in national stories to influence web site traffic. Results National exposure in US News & World Report, Net Financial News Television, Selling Power! Magazine.

"I just got off today's conference call and thought it was excellent! Jam packed with good ideas for action. This gave me good ideas for improving my approach. I love the suggestions..."

Tonia Larson,
PEN Associates, Inc.,
Portland, OR

"Daryl provided me outstanding value. I was surprised by the large amount of useful information... He gave me 1 hour, instead of the 30 minutes promised. I definitely recommend... "

Peter Eric-Philipp, CFA,
Financial Consultant,
San Francisco, CA