How do you re-energize a 50 year-old financial firm to compete on the big stage when they are relatively unknown in the industry? Through Abel’s comprehensive thought leadership program, we’ve established many of Conrad Siegel’s leaders as the go-to experts in their industry, locally and nationally. One of the experts we work with is Tara Mashack-Behney, president of the firm’s investment advisory division. Through our work, Tara now experiences a steady drumbeat of interviews, columns, speaking engagements, awards and more resulting in the firm’s steady growth to over $5 billion in assets managed.
We had some lofty goals to get one of our thought leaders in the Wall Street Journal, now we're in it regularly.John Jeffrey, Partner and Consultant at Conrad Siegel