Firm Principal, Bill McGuire is an experienced, results-driven, executive with expertise in marketing, advertising, public relations, new business development, sales, and event management.
With deep industry experience, we help both service providers and advisory firms develop and implement effective strategies and tactics.
Bill has worked on both
the corporate client side and agency service side. From experience, he knows
that the size of the budget often has little to do with success of your
marketing efforts. Rather, understanding the needs of clients and being able to
develop and execute on a well thought out strategy is what's important, and
being nimble enough to make the continuous improvements to achieve results.
Before starting his own
firm, Bill served as Vice President of Strategy for MarketCounsel, a leading
business and regulatory compliance consulting firm to the country’s preeminent
entrepreneurial investment advisors. His responsibilities included coordination
and direct oversight of all strategic relationships and direction
including, marketing, design, public relations and special events
undertaken by the firm.
Prior to MarketCounsel,
he was with TD Ameritrade Institutional where he led the breakaway broker
marketing program including direct marketing, lead generation initiatives, and
educational webinars geared towards individuals considering becoming an
independent Registered Investment Advisor (RIA).
A graduate of Montclair State University, Bill holds a Bachelor of Science in
Technology with concentrated studies in Graphic Design. He has also been active
in many industry associations, including the Business Marketing Association and
Direct Marketing Club of New York. He is currently on the steering committee
and marketing chair for Strengthening the Advisor Community (STAC) and an
active member of the Montclair Business Partnership.
| email@example.com | Phone: (973) 216-4152 | Offices in Fairfield, NJ and Winter Park, FL