Skip to content

Demand Ignition

Marketing Strategist for Wealth Managers

Business Owner Client Acquisition

Investment Management Visualization Specialist

Our story

Wealth Management Marketing Consultant 

Led by Manny Favetta, with 25 years of investment management expertise and SBA lending knowledge to help your wealth management firm attract, engage, and retain high-value business owner clients.

Business Owner Client Acquisition is our Specialty

We work with investment advisors, broker dealers, financial planners and asset managers. We help clients achieve excellence in client service and business development. In addition to a deep understanding of wealth management, our consultancy focuses on the unique needs of clients who are also business owners. 

Our values
Our history

Our solutions

We tailor solutions to each client's growth objectives. Just as no two advisory practices are alike, our approaches always start with an assessment of needs to develop a solution analysis exclusive for the client's opportunity set. 

  • Company
  • Company
  • Company
  • Company