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Ray Kathawa - Helping financial advisors

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how we help you grow
Impacting financial advisors to grow their businesses by creating recurring value.
foundation
Acquisition
maximization
elevation
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january, 2025

cutting-edge
Only you can truly change your business, but you'll need Ray Kathawa's guidance.

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We are hooked on idea colloboration, compilation, and dissemination.

unbiased thinking

We encourage you to set your sights high, and take big actions.

bigger opinions

We don’t work for you, you don’t work for us, we call it as we see it.

(248) 784-1293

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We specialize in helping financial advisors grow
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location

  • 27777 Franklin Rd.
    Suite 700 Southfield, MI 48034

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The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales.

foundation

A strong foundation is essential to anything being built. That holds true for a business just as much as it does for a building. A strong foundation in your business will ensure greater success and longevity, while a weak foundation will have the opposite effect. So what are the key ingredients to a strong business foundation?

learn more & take the foundation quiz
acquisition

New client acquisition methodologies are critical to growing your business. When you have a strong foundation in place, all client acquisition strategies will be more successful.
Whether you are doing seminars, hosting a radio show, hosting a TV show, purchasing leads, or are a referral-based practice, you must have a new client acquisition plan. What’s even more important than that, is to actually follow that plan. As independent professionals, it is easy to get into the habit of “winging it”. You are your own boss. That can be a great thing or it can work against you if you allow it to. Advisors and agents ask constantly, what are the most effective new client acquisition strategies? We focus on what works the best, not experimentation.

learn more & take the acquisition quiz
maximization

Maximizing ROI in any business is important. Maximizing RROI is equally important. You may be wondering, what is RROI? It refers to return on your return! When you spend marketing dollars, you want them to go as far as possible. Our maximization tactics help those dollars go even further. That’s what we mean by RROI.
Some of the maximization tools we utilize include:
• The Red Blue Green sales software and process
• Favorable introduction platforms
• No cost drip marketing systems
• Annuity analysis software

learn more & take the maximization test
elevation

In the financial services business nothing is neutral. You are either moving forward or moving backwards. They say steel sharpens steel. The best in the business have always learned from the best in the business. Connecting yourself with the right mentors will catapult your business.

learn more & take the elevation quiz
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january, 2025

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