Clifton Warren

As a leader in a financial services business, you know what it means to juggle multiple priorities.

Besides delivering great results for your clients, you also have to:

  • Set the vision and purpose for your business
  • Create a culture of accountability
  • Acquire and retain ideal clients
  • Develop sales plans
  • Oversee a sales pipeline
  • Recruit new talent
  • Provide coaching and mentoring
  • Keep an eye on key relationships
  • Manage financial and administrative activities

My goal, and the purpose of my business, is to offer resources and services to help leaders and professionals manage these priorities and build a thriving business.

Before starting my business, I was a sales leader with American International Group and Xchanging. My clients included major corporations, government agencies and financial services firms.

In this role I had a chance to lead and develop sales teams, and along the way met hundreds of professionals and leaders who shared their challenges, issues and successes.

At that point, I decided to launch my own business, Corporate Eye Consulting. To begin with, I worked on a one-on-one basis with individual professionals as they developed their business.

I also consulted with medium- and large-sized financial services businesses on their strategies for growth and offered workshops, presentations and training.
I published a free monthly newsletter to further reach out to clients , “Financial Services Marketing News,” which covered topics that my clients and readers wanted to know more about. You can find archives here.

I then completed a master’s degree in business with a focus on niche marketing and continued researching, studying and learning from clients and industry greats.

As a result of as a culmination of my experience, research and education I wrote my first book, The Financial Services Marketing Handbook, which provides techniques on prospecting, cross-selling, leveraging existing clients, positioning and branding.

My goal is to help you develop your capabilities to make big things happen in your business. I hope that the resources and services I offer will give you the nudge you need.

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