Working with Topaz has brought new life to our company. They helped us create a strategic sales process, while giving us the tools we needed to have different conversations with prospective clients to discover their true needs and pain points. Jorge and his team have put us on course for the future and has the whole team thinking in new ways to reach our goal as a company.
Mike Maresh – Senior Vice President
From their website:
CAPTRUST is a 100% employee-owned, independent investment research and fee-based advisory firm headquartered in Raleigh, NC with offices located across the U.S. Our Financial Advisors specialize in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals.