Strategic & Tactical Consulting

with Ric Edelman

Executive Management
Strategic Consulting

Ric Edelman can work closely with executive and senior management as you design, develop and implement your strategic plan for growth. Whatever your goals, Ric can help you address your reputational, competitive, marketing and branding challenges.


Branding and Marketing

Ric Edelman can work closely with executive and senior management as you design, develop and implement your strategic plan for growth. Whatever your goals, Ric can help you address your reputational, competitive, marketing and branding challenges.


Sales Training

The elite advisors of Edelman Financial are hailed as some of the most successful financial advisors in the industry, and they were hired, trained and managed by Ric Edelman. Regardless of your product or service, Ric can provide your organization with the skills your sales team needs to overcome objections and close the sale.


Practice Management Consulting

Recruiting, serving and retaining customers is an art – and consistently delivering high performance at scale is a skill that eludes most organizations. Ric Edelman can help you show how to achieve higher levels of client satisfaction and greater business success.


Survey Design, Development, Deployment and Analysis

What are your customers’ views? That information is key to building the right strategy – and surveys are an efficient, effective way for you to gain these insights. Knowing the questions to ask – and how to ask them – is a crucial element of this effort, and Ric Edelman can guide you through that process to help you maximize results.