Financial services firms and advisors are facing demanding times. The burgeoning of wealth management practices, growing focus on income management for baby boomers, and sharing of assets between generations is creating tremendous opportunity. At the same time the commoditization of products and services and rising entry cost to new distribution channels make it more challenging than ever to succeed. Companies must plan their distribution more effectively, and leverage their marketing across distribution channels, to make the most of their new opportunities and grow revenues.

Dubick & Associates, a consulting company, helps firms and advisors identify and maximize their opportunities by leveraging their distribution and marketing capabilities. By helping clients refine and capitalize on what they do best, Dubick & Associates helps them better identify, attract, and retain clients.

All client services, from strategic planning through development and implementation are customized. In addition to traditional marketing services the firm specializes in designing and marketing value-add programs and investment products through institutional, trust, investment advisor, retail, direct and third-party distribution channels.