Mayfair Davie Consulting enables asset and wealth management firms to address the business and distribution strategy challenges of today.
Solutions may be straightforward, transformational or somewhere in-between. But each strives to enable firms to deepen and expand their client relationships.
Sometimes the answer is to optimize existing resources such as utilizing current marketing channels with a more cohesive message or redesigning sales coverage models to adapt to changing client behavior and economics.
Other solutions may be more comprehensive such as redefining the client experience to truly integrate sales, marketing, digital strategies and communications or evolving a traditional sales approach into one fully leveraging the technologies of today.
Innovative approaches are informed by data, crafted by experience and pragmatic judgement and thoughtfully structured for effective implementation.
Principal and Founder--Fran Cashman, formerly Executive Vice President and Head of Global Marketing and Communications at Legg Mason, has focused her 25+ year career on serving the evolving needs of clients through effective distribution. Her extensive background in financial services sales, marketing and communications combined with her collaborative leadership style and expertise in change management provide the foundation for Mayfair Davie Consulting.
Whether you are wondering how to improve your existing distribution strategy, better communicate with clients or accomplish a more transformational change, we'd love to understand and discuss your challenges.
Fran is an experienced financial services executive with a 25+ year history of accomplishment spanning business strategy, distribution, institutional and retail sales, marketing, investments and communications.
Her background--formerly Executive Vice President and Head of Global Marketing and Communications at Legg Mason and prior Co-Head of US Sales provides unique insights into both improving components of and successfully executing distribution strategy to create a seamless and compelling client experience.
Fran solves challenges, implements change and delivers results.
She is on the Board of Advisors, FLX Distribution, a trustee of the Georgia Tech Foundation and trustee of Loyola Blakefield.
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