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Project Overview

The Norton Group is a boutique advisory firm which builds out high-revenue insurance practices for wealth managers and investment advisors. This deck accomplishes several key objectives:

1. Wealth managers and RIA’s are in a highly competitive business, they need additional revenue streams to attract and retain both clients and key staff.

2. Insurance offers these revenues, but… it’s also very complicated for them to setup.

3. The Norton Group fills this need by providing “Insurance-in-a-Box” – a turnkey setup which makes money from the start, but without all the time and risk of doing it themselves.

4. Revenue and ROI upsides are clearly communicated through a series of simple, impactful visuals.

Project Overview

The Norton Group is a boutique advisory firm which builds out high-revenue insurance practices for wealth managers and investment advisors. This deck accomplishes several key objectives:

1. Wealth managers and RIA’s are in a highly competitive business, they need additional revenue streams to attract and retain both clients and key staff.

2. Insurance offers these revenues, but… it’s also very complicated for them to setup.

3. The Norton Group fills this need by providing “Insurance-in-a-Box” – a turnkey setup which makes money from the start, but without all the time and risk of doing it themselves.

4. Revenue and ROI upsides are clearly communicated through a series of simple, impactful visuals.

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See how we can package your deal, market your business or pitch your offering for maximum financial upside. Contact us to learn more.