Show notes
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.

