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 Healthcare focus has been driven by the clear needs in both Retirement and Distribution areas. We understand the impact of healthcare 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. Two key initiatives are: The Senior Healthcare Executive Forum (SHEF) and a comprehensive portal for financial advisors and their clients to navigate the complex world of healthcare and its funding.

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 Healthcare Funding

Unique strengths DSG brings to clients include:

Broad Market Perspective. DSG brings an understanding of the overall structure of the financial services industry at both a global and granular level. This includes perspectives across retail, high net worth and institutional markets. We help clients organize their structure, products and distribution systems to serve their target markets more effectively and efficiently.

Technical and Marketing Knowledge. DSG understands applicable bank, broker dealer, insurance and employee benefits operations across a broad range of products and services. This enables us to evaluate clients' internal operations as well as potential partner or acquisition candidates. DSG helps clients implement optimal integration strategies and appropriately align their products and distribution with their target markets.

Sales Expertise. DSG's extensive experience in marketing, sales and sales management helps clients build a customer focused culture at the institutional level and improve sales strategies and management.

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