Case Studies
AIG Private Client Group Case Study
Full Exposure: A Financial Advisor and His Client Correct a Common Oversight in Financial Management
How did someone who, despite working closely with a talented financial advisor, have several million dollars of exposed assets? This situation is more common than you think.
Bob Focazio’s lifestyle is similar to many high net worth Americans. He often travels with his family. He enjoys an expensive hobby and volunteers by serving on a board of directors. In addition to his earning potential, he has approximately $4 million in assets wrapped up in property such as home, jewelry, and collectibles, plus a well-managed, diversified portfolio handled by his financial advisor. One year ago it was all at risk.
Sales Sense Solutions
Madeline’s Catering: How a Small Business Increased Sales During the Economic Downturn
During the recession Madeline’s Catering experienced solid, sustained growth. For an industry considered non-essential in the eyes of consumers this is a remarkable accomplishment. Here’s their story.
Madeline’s Catering is a full-service caterer in Rochester, NY and the in-house service provider for ArtisanWorks, a popular, creative site for special events. In addition to ArtisanWorks Madeline’s Catering relies on outside sales to maintain business.
Read the full case study (PDF).