High Value Sales Show by Eversprint.com
High Value Sales Show by Eversprint.com
Eversprint.com
Millennials to Fuel TAG 2.0 – William McCance of TAG Group
46 minutes Posted Apr 6, 2019 at 1:12 am.
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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.