For Immediate Release
Contact: Andrew Cloutier
Anova Consulting Group, LLC
(617) 731-1045
andrew@anovaconsulting.com
BROOKLINE, MASS., January 16, 2014 – Anova Consulting Group, a leading provider of Win / Loss and client satisfaction analysis to financial services, technology, and human capital management companies, today announced its expansion with the appointment of two new consultants, Curt Gilmore and Lisa Plotnick. Gilmore and Plotnick will both serve as executive interviewers, performing market and client research to support Anova’s base of financial services and human capital management clients.
“After four consecutive years of strong revenue growth and the addition of 8 new clients in 2013, it was imperative that we bolster our interviewing capacity with top talent,’’ said Richard Schroder, president of Anova Consulting Group. “Curt is a seasoned private wealth investment advisor with 29 years of experience in portfolio analysis, asset allocation, and portfolio and performance reviews. Lisa, during her more than 25 years in the financial services industry, has focused on the retirement markets, delivering many state-of-the-industry and thought-leadership presentations to industry executives. We are looking forward to having Curt and Lisa on board to work closely with our clients, helping us continue to deliver quality research and analysis.’’
Prior to joining Anova, Gilmore worked at Washington Mutual, Imperial Capital Bank, BankBoston, and Sanford C. Bernstein & Co. Plotnick was Director of Research at the Insured Retirement Institute (IRI) and her previous employers include Cerulli Associates, Financial Research Corporation (FRC), John Hancock and William M. Mercer. Both Gilmore and Plotnick will report to Andrew Cloutier, Director of Client Service at Anova.
Established in 2005, Anova Consulting Group is a leading market research and consulting firm focused on the financial services industry. Through custom and syndicated market research studies, Anova provides strategic perspectives to its clients, driving better decision-making, product development, sales effectiveness, client service, and continuous improvement. Richard Schroder, president of Anova, is author of a Win Loss Analysis book titled From a Good Sales Call to a Great Sales Call (McGraw-Hill), which details how learning from post-sale debriefing helps close more future sales.
For Immediate Release
Contact: Andrew Cloutier
Anova Consulting Group, LLC
(617) 731-1045
andrew@anovaconsulting.com
BROOKLINE, MASS., May 22, 2013 – Anova Consulting Group, a leading market research firm in the financial services industry, announced today the launch of a new syndicated study entitled “Private Equity in DC Plans: Retirement Industry Perspectives”.
As private equity firms seek ways to tap into the individual investor retirement plan market and plan sponsors weigh various options to increase retirement readiness among their participant bases, Anova proposes to capture the perceptions and concerns of key stakeholders regarding the potential introduction of private equity investment options onto DC platforms.
“Private equity funds and defined contribution plans have not historically shared much common ground, so it will be interesting to see how receptive plan sponsors, advisors, and plan providers are to the concept,’’ said Richard Schroder, president of Anova Consulting Group. “There are certainly some operational as well as cultural challenges facing private equity firms who wish to sell their investments in retirement plans, but there may also be opportunities, especially given the growth of target date funds and automated plan features. This study will help to flesh out challenges and opportunities and create a roadmap with ideas on how the trend might play out.”
Likely subscribers to the study include private equity firms, retirement plan providers, and retirement plan consultants / advisors. This study will enable subscribers to:
Established in 2005, Anova Consulting Group is a leading market research and consulting firm focused on the financial services industry. Through custom and syndicated market research studies, Anova provides strategic perspectives to its clients, driving better decision-making, product development, sales effectiveness, client service, and continuous improvement. Richard Schroder, president of Anova, is author of the Win Loss Analysis book titled From a Good Sales Call to a Great Sales Call (McGraw-Hill), which details how learning from post-sale debriefing helps close more sales.
For Immediate Release
Contact: Andrew Cloutier
Anova Consulting Group, LLC
(617) 731-1045
andrew@anovaconsulting.com
BROOKLINE, MASS., March 26, 2013 – Anova Consulting Group, a leading provider of Win / Loss analysis and client satisfaction research to financial services and technology companies, announced today the appointment of a new senior research analyst, Erin Mason.
Mason will be principally responsible for analyzing and interpreting research data for Anova’s Win / Loss analysis, client satisfaction, advisor perception, and participant insights programs, identifying trends and creating reports to effectively communicate them.
Prior to joining Anova, Mason completed her MBA from Boston University School of Management with a concentration in marketing, having spent the previous 7 years managing consumer market research studies and analyzing client data for IABC (International Association of Business Communicators).
“Anova experienced 35% revenue growth in 2012 and has enjoyed continued strong momentum during Q1 of this year,’’ said Richard Schroder, president of Anova Consulting Group. “With the recent addition of 10 new clients, we were looking to add additional talent to our team of highly skilled analysts. Erin’s project management and data analysis experience, coupled with her recent MBA achievement, will enhance our ability to deliver high quality, actionable research to our clients.”
Erin Mason will report in to Andrew Cloutier, Director of Client Service at Anova.
Established in 2005, Anova Consulting Group is a leading market research and consulting firm focused on Win / Loss analysis and client satisfaction analysis. By helping its clients understand why they win, lose and retain business, Anova provides strategic perspectives to its clients, driving better decision-making, product development, sales effectiveness, client service, and continuous improvement. Richard Schroder, president of Anova, is author of the Win Loss Analysis book titled From a Good Sales Call to a Great Sales Call (McGraw-Hill), which details how learning from post-sale debriefing helps close more sales.
For Immediate Release
Contact: Andrew Cloutier
Anova Consulting Group, LLC
(617) 731-1045
andrew@anovaconsulting.com
BROOKLINE, MASS., January 15, 2013 – Anova Consulting Group, a leading provider of Win Loss Analysis and Client Satisfaction Analysis to financial services, technology, and human capital management companies, today announced the appointment of Rebecca Scarlott to the newly created role of senior editor.
Scarlott will work with Anova consultants, reviewing their transcripts of interviews with senior executives in both the financial services and technology industries. Through consistent, clear feedback, she will ensure high-quality interviews and provide ongoing professional development to the executive interviewers.
“Anova’s expertise in Win Loss Analysis and Client Satisfaction Analysis helps our clients capture more new business and retain those relationships,’’ said Rich Schroder, president of Anova. “We experienced 35% revenue growth in 2012 and expect continued strong momentum in 2013. We are focused on growing our core research practice and have recently added 10 new clients. Rebecca’s extensive financial services and technology industry experience and her editorial expertise will help us continue to provide the unvarnished client, prospect, and consultant feedback we need to provide value to our existing relationships and new business opportunities.”
Prior to joining Anova, Scarlott served as director and editor at Cerulli Associates where she worked across the firm’s four financial services practice areas (retirement, institutional and retail asset management, intermediary distribution, and investor research) to produce The Cerulli Edge series of publications. During her career she also worked in marketing and editorial roles at Bank of America, Federated Investors, Omnicom Group, The New York Times, and ViCorp Interactive Systems.
Due to continued strong growth, Anova plans to hire a Senior Research Analyst in the next 3-6 months.
Established in 2005, Anova Consulting Group is a leading market research and consulting firm focused on Win / Loss analysis and client satisfaction analysis. By helping its clients understand why they win, lose and retain business, Anova provides strategic perspectives to its clients, driving better decision-making, product development, sales effectiveness, client service, and continuous improvement. Richard Schroder, president of Anova, is author of the Win Loss Analysis book titled From a Good Sales Call to a Great Sales Call (McGraw-Hill), which details how learning from post-sale debriefing helps close more sales.
For Immediate Release
Contact: Andrew Cloutier
Anova Consulting Group, LLC
(617) 731-1045
andrew@anovaconsulting.com
BROOKLINE, MASS., April 3, 2012 – Anova Consulting Group, a leading provider of customized market research, sales training and consulting services to financial services and human capital management companies, announced today the appointment of a new consultant, Arnold Boecklin.
Boecklin will serve as an executive interviewer, gathering insights from plan sponsors and institutional investors to support Anova’s work for defined contribution and investment management clients.
“Anova’s market research and consulting expertise helps our clients capture more new business and retain those relationships,’’ Schroder said. “We experienced 40% revenue growth in 2011 and had continued strong momentum during Q1 of this year. We are focused on growing our institutional investment management practice and have recently added 4 clients in this space. Arnolds deep experience and expertise will help us continue to provide the unvarnished client, prospect and consultant feedback we need to provide value to our existing relationships and new business opportunities.”
Prior to joining Anova, Boecklin has had a long and diverse career in the financial services industry. He was most recently a principal at STW Fixed Income Management in Santa Barbara, CA. Previously, he also held management, marketing, and client service positions at ICMA Retirement Corporation, Pacific Capital Fixed Income Advisors, SSgA, William M. Mercer Asset Planning, CIGNA, and Aetna.
Due to continued strong growth, Anova plans to hire an additional research analyst in the next 3-6 months.
Established in 2005, Anova Consulting Group is a leading market research and consulting firm focused on Win / Loss analysis and client satisfaction analysis. By helping its clients understand why they win, lose and retain business, Anova provides strategic perspectives to its clients, driving better decision-making, product development, sales effectiveness, client service, and continuous improvement. Last year, Richard Schroder, president of Anova, released a Win Loss Analysis book titled, From a Good Sales Call to a Great Sales Call (McGraw-Hill, 2011), which details how learning from post-sale Win / Loss debriefing helps close more sales.
WESTWOOD, Mass., Jan. 4, 2012 / PRNewswire / — New York Life Retirement Plan Services, a leading provider of retirement solutions to U.S. corporations and unions, is pleased to announce the availability of “Consensus,” a service powered by Anova Consulting Group LLC, a financial services market research and sales training firm, that will help top retirement plan advisors assess client satisfaction and measure themselves against peers.
This new service will allow top retirement plan advisors to evaluate current client satisfaction levels and generate quantitative and qualitative feedback on advisor service delivery. It also will provide segmentation analysis, benchmarking against retirement advisor peers, and identification of at-risk and satisfied clients. Advisors do not need to have retirement plans on New York Life’s platform in order to participate.
“At New York Life, we prioritize client service excellence and we know that for advisors in this marketplace, close client relationships are the lifeblood of their business,” said Patrick Murphy, managing director of sales at New York Life Retirement Plan Services. “We want to drive better outcomes for our advisors, sponsors and participants – and we see Consensus as a natural complement to our ongoing focus on client satisfaction.”
“Getting honest insight from your customer base is critical, but hard to do,” said Rich Schroder, president of Anova Consulting Group. “And that insight is so much more valuable with perspective. Consensus gives sponsors the opportunity to provide feedback in a confidential environment, allowing retirement plan advisors to evaluate their own practice and compare it to their peers and competitors.”
January 04, 2012 -Consensus is a new benchmarking tool to help retirement plan advisers gauge client satisfaction.
New York Life Retirement Plan Services, a provider of retirement solutions, is offering a service for retirement plan advisers called Consensus. The service is powered by Anova Consulting Group, a financial services market research and sales training firm.
Consensus will allow retirement plan advisers to evaluate client satisfaction levels and will generate quantitative and qualitative feedback on adviser service delivery. It will also provide segmentation analysis, benchmarking against other advisers, and identification of at-risk and satisfied clients.
“We want to drive better outcomes for our advisers, sponsors and participants, and we see Consensus as a natural complement to our ongoing focus on client satisfaction,” said Patrick Murphy, managing director of sales at New York Life Retirement Plan Services.
The service asks sponsors to rate their adviser using more than 50 criteria ranging from quality of service, to communication frequency, to their willingness to recommend their adviser to another plan sponsor. The adviser receives a customized report that aggregates their data in perspective of industry standards and provides qualitative feedback, according to Murphy.
Advisers do not need retirement plans on New York Life’s platform in order to participate.
For Immediate Release
Contact: Heather Jenkins
Anova Consulting Group, LLC
(617) 731-1085
heather@anovaconsulting.com
BROOKLINE, MASS., JUNE 8, 2011 – Anova Consulting Group, a leading provider of customized market research, sales training and consulting services to financial services and human capital management companies, is pleased to announce its expansion with the appointment of Andrew Cloutier as Director of Client Service.
Reporting to Richard Schroder, president of Anova, this newly created leadership role combines aspects of relationship management, project execution, and business development. With a focus on improving clients’ business results, Cloutier will be responsible for building and managing long-term relationships with Anova’s clients, said Schroder.
“Anova continues to gain business momentum, in large part due to the extremely competitive sales climate in the DC marketplace. Our clients are seeking to gain an edge by better understanding why they win and lose clients in the sales process, and how they can improve retention of their existing clients. Andrew’s top-notch strategy consulting background and track record of achievement will be an invaluable resource for our clients and internal team,’’ Schroder said. “We are delighted to have him working closely with our clients and helping to position Anova for continued growth.’’
Prior to joining Anova, Cloutier worked at Fidelity Business Consulting, the internal consulting unit at Fidelity Investments, partnering with senior leaders across Fidelity’s business units to tackle strategy development and business transformation efforts. Prior to Fidelity, he was a consultant at Bain & Company, the global business consultancy, working on strategy engagements across a number of industries and functional areas. He is a graduate of Williams College with a BA in Economics, and he earned an MBA from the MIT Sloan School of Management.
Established in 2005, Anova Consulting Group is a leading market research and consulting firm focused on Win / Loss analysis and client satisfaction analysis. By helping its clients understand why they win, lose and retain business, Anova provides strategic perspectives to its clients, driving better decision-making, product development, sales effectiveness, client service, and continuous improvement. Last year, Richard Schroder, president of Anova, released a book about Win Loss Analysis titled, From a Good Sales Call to a Great Sales Call (McGraw-Hill, 2011), which details how learning from post-sale Win / Loss debriefing helps close more sales.
For Immediate Release
Contact: Heather Jenkins
Anova Consulting Group, LLC
(617) 731-1085
heather@anovaconsulting.com
BROOKLINE, MASS., February 23, 2011 – Anova Consulting Group, a leading provider of customized market research, sales training and consulting services to financial services and human capital management companies, announced today the appointment of two new consultants, Linda Cooper and Sarah DeFreitas.
Cooper and DeFreitas will both serve as executive interviewers, performing market and client research to support Anova’s work for financial services and human capital clients. In these newly created positions, they will report to Jeannine Kulsick, director of market research, said Richard Schroder, Anova Consulting Group’s president.
“Anova’s market research and consulting expertise helps our clients capture more new business and retain those relationships,’’ Schroder said. “We are experiencing strong momentum in 2011 after a year in which we more than doubled revenue and added new financial services, benefits, and talent management software providers as clients. Linda and Sarah are experienced, high- level additions to our team who will help us continue to execute on existing relationships and with new business prospects.”
Prior to joining Anova, Cooper was a key accounts manager for New York Life Retirement Plan Services in Westwood, Mass. Previously, she also served as a salesperson for financial intermediary sales, a relationship manager, and a defined contribution account manager during her 12-year tenure at the firm. Earlier in her career, she worked for Trust Consultants, LLC, a Boston-based manager of defined contribution plans and as a client service manager for State Street Corporation, Boston. She holds a BS in business management from Northeastern University.
DeFreitas joins Anova after serving for two years as a private consultant to an early stage start- up company, where she developed business plans, financial projections and market research. Earlier, she served for seven years at Time Warner Cable, Stamford, Conn., as a manager of financial analysis and senior financial analyst. She also served as a financial analyst at Donnelly Marketing, Inc., Stamford, Conn. She holds a BA from Bowdoin College and an MBA from New York University’s Stern School of Business.
Schroder, whose firm has been performing market research for leading financial services and human capital management firms since 2005, is the author of a new book, From a Good Sales Call to a Great Sales Call (McGraw-Hill, October, 2010), which details how learning from post-sale debriefing helps close more sales.
Established in 2005, Anova Consulting Group is a leading market research and consulting firm focused on Win / Loss analysis and client satisfaction analysis. By helping its clients understand why they win, lose and retain business, Anova provides strategic perspectives to its clients, driving better decision-making, product development, sales effectiveness, client service, and continuous improvement. Last year, Richard Schroder, president of Anova, released a book about Win Loss Analysis titled, From a Good Sales Call to a Great Sales Call (McGraw-Hill, 2011), which details how learning from post-sale Win / Loss debriefing helps close more sales.
For Immediate Release
Contact: Heather Jenkins
Anova Consulting Group, LLC
(617) 731-1085
heather@anovaconsulting.com
BROOKLINE, MASS., December 13, 2010 – Anova Consulting Group, a leading provider of customized market research, sales training and consulting services to financial services and human capital management companies, is pleased to announce its appointment by seven new clients in the second half of 2010.
Expanded relationships with existing clients and a diverse new client roster in 2010 including three insurance companies, a regional bank, a firm specializing in human resources, benefits and payroll, and two talent management software providers contributed to an 104% increase in revenue this year, said Richard Schroder, founder and president of Brookline, Mass.-based Anova Consulting Group. Schroder attributes Anova’s growth to his firm’s more focused sales and marketing effort and to an increased client awareness of the importance of win-loss analysis and sales training.
“Capturing and retaining new business in our specialized areas – retirement plan and human capital management markets – has recently become of vital concern to companies competing in an environment with fewer providers, increased competition and more commoditized offerings,’’ Schroder said. “We’re gratified Anova’s market research and consulting expertise is contributing value to our clients and we anticipate continued strong business momentum in 2011.’’
Schroder, whose firm has been performing market research for leading financial services and human capital management firms since 2005, is the author of a new book, From a Good Sales Call to a Great Sales Call (McGraw-Hill, October, 2010), which details how learning from post-sale debriefing helps close more sales. The book has contributed to revenue expansion through increased demand for sales training, especially in the financial advisor community, Schroder said.
To accommodate current business growth and prepare for continued expansion, Anova Consulting Group in October hired James S. (Jamie) Pasman as senior consultant and Jamie Zielinski as research analyst, both new positions. Pasman works on business development, marketing and consulting projects. Zielinski is principally responsible for analyzing and interpreting research data, formulating reports and making recommendations based on the research findings. Anova plans to hire two additional consultants in early 2011.
In addition to Schroder, Anova Consulting Group’s leadership team also includes Heather Jenkins, managing partner, Lisa Reibstein, financial services practice leader, and Jeannine Kulsick, human capital management practice leader.
Established in 2005, Anova Consulting Group is a leading market research and consulting firm focused on Win / Loss analysis and client satisfaction analysis. By helping its clients understand why they win, lose and retain business, Anova provides strategic perspectives to its clients, driving better decision-making, product development, sales effectiveness, client service, and continuous improvement. Last year, Richard Schroder, president of Anova, released a book about Win Loss Analysis titled, From a Good Sales Call to a Great Sales Call (McGraw-Hill, 2011), which details how learning from post-sale Win / Loss debriefing helps close more sales.
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