RELATIONSHIP VELOCITY

Relationship Velocity was first established in 2005. Our founder, Jeffrey DiLaura, started in the financial services industry in 1986 as a successful licensed Broker on Wall Street. Over the last 30 years, he has built several successful wealth management organizations, including one that exceeded $500 million in annual sales. In six years, Jeffrey expanded an asset management firm which he took from ground zero to $6 billion in AUM. His knowledge of the industry includes marketing, sales, operations and compliance across all of the financial services sectors. His knowledge and companies are regularly relied upon by many brand name companies in consulting services and the finance industry, including Charles Schwab, USAA, DST, PNC Bank, among others. He has published a number of benchmark studies about incentive compensation for wealth management, the secret of asset growth: managing net flows, and modern lead management for financial service companies... Equipped with a robust arsenal..

Primary location: Port Charlotte United States