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Clarus Financial (financial planning/exit strategies) As the principal of a financial planning firm that focuses on exit strategies and succession planning for our business owner clients, we are constantly searching for innovative ways to establish credibility and facilitate introductions beyond our existing traditional phone introductions.
Suzanne Foley helped us to define a number of specific target industries and establish solid relationships with business owners on a national basis. The marketing strategies that she implemented, combined with her ability to write and publish educational articles in several target industry publications was instrumental in the growth of our firm.
Suzanne quickly learned what was important for our prospects and clients to understand and was able to identify the areas where Clarus Financial Group could bring value. In many cases, she combined her understanding of succession planning and exit strategies with her sales and marketing expertise to advise our clients on ways they could improve their business development efforts, thereby increasing the value of the business.
The Surfside Group also provided us with accurate data for phone prospecting and helped us to find the best resource when we needed to develop our new website and printed collateral. If you are searching for a company that can quickly identify your most critical needs and then implement the best solutions, The Surfside Group is an excellent choice.
Sincerely,
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