Pillars of Parker & Company

1. Private Equity Consulting

  • Extensive experience in leading strategic planning for financial service companies in particular the life insurance sector.
  • Support either the buy or sell side of transactions in PE deals by analyzing the current state of business for the property.
  • Develop the evaluation for the businesses front end of the business including, sales, marketing, distribution, product profitability, operations, outsourcing, and pricing principals.
  • Ability to lead the entire transformation team when the deal is completed.

2. Financial Service Company strategic consulting

  • Consulting for insurance companies, mutual fund companies and distribution companies.
  • The constrain approach to strategic planning.
  • When the goal is to develop GROWTH strategies for the company, Parker and Company has a proven method of building the strategy using the team in place to find the solution.
  • The power to change is within the four walls of the company and needs to be pulled, dragged and sometimes beaten out of the team. When they understand the problem and build the solution the company will have a cost effective solution to growth, with minimal disruption to the business.

3. Financial Services Industry Consulting

  • Bruce has worked at multiple levels of the Financial Service Industry making him uniquely qualified to serve a valuable asset to the industry.
  • Extensive experience in the insurance industry with particular focus on regulatory issues at the State and Federal level. Including working with State Insurance departments, FINRA and the SEC.
  • Bruce has worked in leadership positions with various trade organization for the Financial Services industry, including LIMRA, ACLI, The American College, and other trade groups.
  • Bruce is also an experienced lobbyist at both the state and federal levels.

4. Main platform speaking on a variety of industry topics

  • Bruce delivers a series of main platform speeches for groups from 25-over 1,000 participants on the following 4 topics.
  • 1. From MDRT to CEO in 26 short years ---- lessons learned from the kitchen table to the board room.
  • 2. Trends in the Financial Service Industry----- a focus on how the baby boomers will now handle their retirement years (post 2008 meltdown).
  • 3. The Hispanic Tsunami-----are you ready for the most powerful shift in demographics in the past 50 years.
  • 4. What NOW!!---- using turnaround management philosophies for the Financial Service Industry. Get real, get tough, and get it done NOW!!