EPISODE · Apr 6, 2019 · 46 MIN
Millennials to Fuel TAG 2.0 – William McCance of TAG Group
from High Value Sales Show by Eversprint.com · host Eversprint.com
William McCance, the President and Chairman of TAG Group, grew his company's revenue from $7.1 million in 2014 to $18.8 million in 2017, a 164% increase, and to around $21 million in 2018. TAG Group is a diversified financial services company that owns a broker-dealer, a registered investment advisory firm, and an insurance general agency. In this interview with Eversprint's Malcolm Lui, William shares how he and his team accelerated their high value sales by: Focusing on customer service and building relationships with their advisors and investor end clients. Providing or creating the right products for their advisors and investor end clients. Keeping headquarter expenses down so they can pay their representatives a larger percentage of revenue. Preparing for the upcoming wave of investment advisor retirement by building a team of millenial advisors.
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Millennials to Fuel TAG 2.0 – William McCance of TAG Group
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