RELATIONSHIP VELOCITY, LLC
PORT CHARLOTTE, FLORIDA

Changing the way people in the financial services industry generate business and function as a team Relationship Velocity was established as a business in 2005. Initially, our founder was the head of $50 million, bank owned wealth management business that he built from ground zero in six years. One day his friend suggested that he should do some consulting work for some of his clients. With that idea in mind, he decided to start Relationship Velocity. One of the main services that Relationship Velocity offers is providing a business health check on core functional areas of a financial services company's business. The company offers a technology landscape roadmap, a workflow evaluation, lead source map, among many other industry business evaluation concepts based on in-place today, industry best-practices. Managing Partner -Mr. DiLaura started in the financial services industry in 1986 as a successful licensed Broker on Wall Street. Over the last 30 years, he has built, turned around or consulted to several successful wealth management organizations including having built one that exceeded $500 million in annual sales and an asset management firm which he took from zero to $6 billion in AUM in six years. His knowledge of the industry spans marketing, sales, operations and compliance across all Financial Services sectors and is regularly relied upon by many of the top brand name companies within the industry including for consulting services including; Charles Schwab, USAA, DST, PNC Bank, among others. He has published a number of benchmark studies including; incentive compensation for wealth management, the secret of asset growth is managing net flows and modern lead management for financial service companies. His accomplishments have also been recognized by many industry rating services. Mr. DiLaura built the first integrated, vertical CRM for financial service industry in 1990 and started his own CRM company as the first cloud based and mobile enabled CRM software in 1996, which he sold to a Fortune 500 company in 2000. He also built an outsourced data management & sales reporting division within the acquiring company which still stands today as the industry leader for the asset management industry. He invented the means to do true wallet share analysis for the RIA channel in 2001 and similarly for the asset management industry in 2009. He has also designed and successfully implemented more than 50 CRM solutions globally and today operates a business consulting organization dedicated to the financial services industry. He has resided on the Board of Directors for companies in both the financial services and energy industries. He resides in Florida and is married with two children. EACOE- Glenn is an executive level, enterprise architect with 20 years of proven experience leading teams and initiatives on large, complex financial services specific Fortune 100 programs. His leadership has lead to improved top line revenue growth through marketing, sales and service transformation with companies like Goldman Sachs, Charles Schwab and USAA. He is also the founder of Capability Source, strategic partner of RELATIONSHIP VELOCITY and resides on both as a Board Member. CFP®, CLU- Laurie's 25 years of financial service experience includes 11 years with the Financial Planning Advisory Group and 10 years at M&T Bank where she supervised the development of comprehensive financial plans to the bank's high net worth and ultra high net worth clientele. At RELATIONSHIP VELOCITY, she coordinates all technology RFP requests on behalf of clients and updates all proprietary whitepapers on various technology vendor segments and their associated capabilities. She also manages select technology vendor relationships with specific focus on workflow automation technologies across all financial service sectors. All it takes is "ONE GREAT IDEA" to take a company from one level of growth to the next. Start leap-frogging your competitors in all the key growth statistics today by contacting Relationship Velocity for a FREE initial consultation. Are the technology vendors you have today the best tools for the firm's future? Do they all work well together? These are a few of the questions you should be asking yourself because more times than not, the answer is, "I'm not sure" or "perhaps not". Let us help you in developing the best real-time dashboard of key metrics so you know the pulse of your firm at any point during the day, rather than at the end of the month. Let us help you easily identify key insights occurring during conversations between your staff and your clientele that may revolutionize your business. How do you measure culture? As you know, it is different from company to company and can be the reason a merger/acquisition is successful or fails. Most often, what management thinks of the firm's culture is contrary to the views of staff. Learn how to measure culture and actively manage it toward sustainable growth. We will confidentially, but openly reveal many of our knowledge maps, our process catalog, lead source map, offer map, among other tools during our initial consultation, so you feel comfortable in the wealth of knowledge that will be made available to your staff. We will also openly discuss success stories that relate to your firm's size and market position. As mentioned, we offer a technology landscape map with the majority of vendors by category of service offering. We offer a process catalog with more than 80 industry best-practice workflows to choose from. We offer key business development funnel metrics including marketing metrics and sales effectiveness metrics for all types of clients. We offer a lead source map of more than 30 lead sources specific to financial services. We make available an Offer map which matches to the lead map with more than 20 financial service specific Offer types. We offer a cultural identification and key measures merger/acquisition template, among many other fundamental infrastructure tools.