Distribution and Healthcare Practice

The managing Principals of DSG's Distribution and Healthcare Practice are Bob Grieb and Heywood Sloane. They bring clients unique perspectives gained through extensive senior executive and line management experience at firms in banking, securities, asset management and insurance. They have been responsible for successfully developing new distribution channels and innovative products across all sectors of the financial services industry.

Our health care and funding focus has been driven by the clear needs in both Retirement and Distribution areas. We understand the impact of health care and funding on virtually every person's financial plan and what that means to product manufacturers, distribution firms and advisors. We work at the nexus of healthcare and financial services to help firms, advisors and consumers understand the disruptive changes in both, and how to best build and execute plans to meet their needs.

Services include:

  • Distribution strategy and organizational development
  • Executive and advisor development, education and training
  • Product development and implementation
  • Marketing/Sales Best Practices execution at all levels of the organization
  • Education and strategies to address health care and funding

Current key initiatives include:

Senior Healthcare Executive Forum (SHEF)
The SHEF is a small study/networking group comprised of forward looking executives from different sectors of the financial services and medical/healthcare industries. It provides a unique opportunity to bring together a broad range of information, ideas and perspectives for firms that are looking to assure they maintain viability and growth in the rapidly changing worlds of health care and financial services.

HealthStyles.net is a flexible, revenue generating toolkit for sponsors to build a customized platform including topical planning modules, product and service resources, and individualized customer interaction. Its unique health and care oriented life-stage model reframes, but complements, the typical financial planning model. The platform engages individuals, their families and their advisors to better understand and meet the challenges of managing health care and funding over a lifetime. HealthStyles.net brings together DSG's expertise in financial services and health care and funding with our partners' (Global Institutional Solutions and Advisory Platform Solutions) extensive technical capabilities and deep experience in consumer risk management issues with an emphasis on caregiving advocacy and support.

A 2-4 week focused process to put you on the road to leveraging the Healthcare Funding opportunity to build significant sustainable client relationships and revenue. It brings the collective strengths and experiences of DSG and our partners in financial services, healthcare, marketing and technology. We will define the roadmap to make addressing healthcare funding a true profit center for your firm.

For more information, contact:

Bob Grieb
610-989-1710, ext. 3

Heywood Sloane
610-989-1710, ext. 4

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