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ABOUT

ABOUT

Mill Pond Advisors is a consulting and training firm specializing in working with institutional investment managers in the areas of commercial strategy, organizational design, business development and client service. 

Our services include the development of sales and client service strategies and training programs to immediately improve the productivity and efficiency of relationship professionals.  

 

The cornerstone of Mill Pond’s philosophy is that it is crucial to employ a focused and systematic approach to business development and client service. 

 

In the fast paced world of investment management it is critical to have clearly established goals and a game plan that identifies the key tasks that must be undertaken to achieve those goals.  This is true at the firm level and for the individual professional.  In addition, best practices must be identified and institutionalized through rigorous training programs.

SERVICES

Meeting Effectiveness
Territory and Book Management
High Performance Training 
Sales and Client Service Management Best Practices
Coaching
Consulting
Services
Our work
CONTACT

CONTACT

606 Post Road, Suite 609

Westport, CT 06880

 

james@millpondadvisors.com


Tel: 203·286·5619

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