Driving Enterprise Growth
Includes Q&A - with Duncan
Tuesday, December 17th at 12 pm ET
For RIA and Broker/Dealer enterprise leaders, the mandate is clear: scale advisor impact, retain valuable clients, and drive net new assets. But achieving these goals across a large advisory team requires a strategic approach that balances growth with high standards of client engagement.
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Coaching Financial Advisors for over 25 years1.866.593.8020
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Marci Fried

"Unlocking my client's potential and achieving liberation and order in their life is my guiding principal"

- Marci Fried
Specializes in:
  • Optimizing teams for scalable growth
  • Enterprise relationships/ Train-the-Trainer
  • Team dynamics: Practice & relationship management

Marci Fried, works primarily with highly skilled and successful teams, providing expert guidance. Amongst other things her clients are seeking to raise the bar in terms of running their business like a business and attracting and competitor proofing their best clients.

With over three decades of professional experience her background is extensive and covers a wide spectrum including roles as a Financial Advisor, Senior Management at a Fortune 500 Company and building and running a successful small business for nearly a decade.

Marci's industry knowledge, business experience and entrepreneurial spirit make her an excellent consultant for advisors and enterprises looking to take their business to the next level. Her personal experience implementing the Pareto System, as well as her extensive business experience, enables her to successfully implement a results-driven process.

Marci's strong communication skills and ability to understand both basic and complex business scenarios give her clients the opportunity to quantify what it is they want and how best to achieve breakthrough results. Marci uses her expertise to understand and develop individual's strengths, and then to use them to achieve growth, development and improve performance for the individual, team and ultimately the client experience.

Her partnerships with her clients are rooted in a customized and process driven mindset.

The first step in her process when engaging with a new client is Discovery. Utilizing a robust proprietary Gap Analysis to identify untapped opportunities and over looked vulnerabilities, provide clarity. The next step in her process is to Design a plan tailored to the unique needs of the client, this gives perspective. Step three is Deploy, instill confidence that all the pieces of the puzzle are in place, clearly understood and focused to address the needs of the client, driven by what matters- this gives the complete picture.

To drive implementation, goals are agreed with set deliverables, thereby ensuring both parties are accountable for delivering improvement, which leads to results and measurable outcomes.

Marci has demonstrated a sustained ability to see her clients move from intent to implementation, essential to achieving their exceptional outcomes.


More About Marci Fried

Marci is the mother of Rachel and Alex, mother in law to Adam and proud grandmother to Aidan and Brody!

Marci creates balance in her life by devoting time to a number of organizations that are near and dear to her heart, including mentoring small business owners, MANNA Food Bank and Pancreatic Cancer Research.


Virtual presentations start at: $2,500 USD

In-person Speaking Fee starts at: $5,000 USD

See if Marci is a fit for your next conference, meeting or event:

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