CorrectNet

Corporate Overview – www.correctnet.com
Correctnet provides enterprise collaboration and data management solutions to the financial industry. Since 1996, our staff of technology, consulting, and client services professionals have focused on the unique challenges of the mass-deploying web-based solutions to financial service professionals.
Our unique technology is provided as an outsourced service to over 1,000 asset management firms including prime brokers, fund administrators, investment advisors, hedge funds, mutual funds, private equity, foundations, and endowments. As a result, CorrectNet, Inc is a leader in global data delivery and reporting solutions for asset managers; over $320 billion in assets are serviced with our platform.

Products
InfiPOINTTM- web based reporting solution - Hedge Fund, Fund of Funds, Private Equity Funds
Website development and ASP services – Retail Brokerage, Institutional Brokerage (sell-side)
PartnerLink – Morgan Stanley Prime Broker

Areas of Expertise
Prime Brokerage
Retail and Institutional Wealth Management Advisory Channels
Third Party Hedge Fund Administrators

Dealbuilders Role
During career tenure as sales executive, successfully filled the Correctnet sales pipeline with qualified prospects in three distinct vertical market segments; prime brokerage, retail and institutional brokerage, and back office services.
Dealbuilders built the target prospect call list for each Correctnet business segment focus, and made contact with those individuals primarily responsible for managing advisory services, sales, and recruiting for retail brokerage. Sales calls also were made to key executives of prime brokerage who oversaw operations for their clearing and settlement services.
Following the first quarter of engagement, focus of attention primarily turned to hedge fund, third party administrators wherein Dealbuilders called upon the executives and managing directors of back office services and operations for third party administrators domiciled in the US, Bermuda, Grand Caymans, Isle of Mann, Ireland, and Zurich. Dealbuilders successfully positioned Correctnet as a means to providing further transparency to fund activity and tax report data without revealing the priority trading positions of hedge fund managers, or General Partners.
In all cases meetings and conference calls were scheduled and coordinated in conjunction with the appropriate technical Correctnet resources that participated in each meeting scheduled. An individual account plan was developed for each qualified prospect, and regularly scheduled calls were scheduled to discuss and review each of the steps required to close new business for Correctnet. A master prospect report was created and forwarded to Correctnet sales management on a weekly basis.

Results
Over the course of a successful 6-month engagement, Dealbuilders sold into several large and medium sized retail brokerage firms throughout the United States. Prospect companies included LPL Financial, Charles Schwab (institutional), Allmerica Financial, Sun America, Pacific Life, Minnesota Life, Lincoln Financial, Vanguard, Wachovia Investments, and ING Barings Investments.
Dealbuilders also experienced sales success with primer brokers like Morgan Stanley, Neuberger & Berman, Bear Sterns, Goldman Sachs, and ABN AMRO.
As for Third Party Administrators, DB had a hand in successfully selling solutions to PPFC, Bank of Bermuda, SEI Investments. Prospect companies included Spear, Leeds, Kellogg, SS&C.

Kurt D

“If you're looking to build a pipeline of qualified leads and need someone to help you get those valuable highly qualified appointments with key decision makers, Pete is the right person to turn to. His proven techniques and tireless application of proven methodologies produce quick and consistent results. He's the consummate pro at lead generation and at extremely reasonable pay for performance prices. It's all about results and Pete delivers!”

Kurt D.

PowerUp

If your firm is looking for some creative selling techniques, more in-person appointments, referrals and closures; I highly recommend Dealbuilders. Peter Ekstrom's consulting services and training have increased our firms sales revenue by over 35%.

Frances Navarez - President & CEO, PowerUp, Inc.

Michael D

“I am glad Peter came into my life because cold calling is tough now in this "attention era". He simplified it for me which gave me more confidence.”

Michael D.

William Kliskey

“Pete will be the first one to tell you that he's not for everyone. Don't believe him.”

William Kliskey

James T

“Peter was a pleasure to work with and knows his way around a sales/cold call. His "Gold Call" methodology is highly effective at opening sales dialogue. Since implementing the "Gold Call" model our account development group has seen a considerable lift in performance. The method truly allows the sales person to get the attention of the prospect by focusing a problem vs. a typical product driven sales pitch. I would strongly recommend that all sales managers put their sales force through Peter's "Gold Call" program because it works.”

James T

Frances Nevarez

“I have taken Pete's Gold Call Training and it has revolutionized the way my firm sells its services to Corporate clientele. If your firm is looking for some creative selling techniques, more in-person appointments, referrals and closures; I highly recommend you try the "Gold Calling Program." Pete's consulting services and training have increased our firms sales revenue by over 35%.”

Frances Nevarez

Peter S

“Peter is THE top expert at engaging complete strangers on the phone. And the best part is that he's willing to educate people on how to do it. I'm grateful to know him and consider it a privilege to have worked with him.”

Peter S

Iris Financial

Dealbuilders operates as an extension of our team, and they fit seamlessly into our processes. They set and meet expectations. What started as a 90-day engagement is now moving into its second year.

David Eaton - Vice President Marketing & Communications, Iris Financial Solutions, Inc.

Patrick F

“If you are like me and have trouble admitting that there are things you could be doing differently to be more effective in your sales or sales management career, consider hiring or at least having a conversation with Pete."

Patrick F

Phil S

“Since joining Pete's Gold Call Club I have been able to completely redesign my sales calls to quickly pinpoint "real prospects" and eliminate "noise". It works! The Gold Call, deserving of a book, is an effective way to build conversation with even the most difficult prospects. Pete's recorded calls with real prospects help me apply the technique to my specific business. I highly recommend The Gold Call Club to anyone in sales or entrepreneurship seeking "The competitive edge".”

Phil S

Scott C

“Peter's Gold Call techniques are unbelievable. I can say that at any price your stealing his time. If your looking at learning his techniques, do it, at any cost. Not only will you love cold calling, but you'll leave your new prospects in a better mood then when they picked up your cold call!”

Scott C

Jamie C

“I became hooked into Peter's gold calling techniques after listening to the first few recorded calls on his website. I engaged to participate in his two-month ramp up program to develop a better method for making those terribly awkward cold calls. Each week, we had engaging content; he would always provide newly just-recorded calls to emphasize his point. Then I would try and recall similar situations where I had bumbled my call only to realize that I could have done it the smoother Gold Call way. Many lessons learned. Good investment for me and will be using many of those techniques everyday. He was actually a fun person to meet with as well!”

Jamie C

Kelcey L

“Pete's Gold Call formula truly is gold. LEARN FROM HIM!”

Kelcey L

Nick J

“Peter is a valuable resource for expertise on getting the most out of your prospecting efforts. Peter uses real-world examples and a comprehensive, easy to follow approach to navigating customer contact and conversations. Peter "gets it" and he knows how to teach it. In a very short time I picked up extensive tools on how to enhance my approach to speaking with prospects and turning them into customers. I strongly recommend Peter's program!”

Nick J

Karen S

“Peter truly has a wonderful demeanor in sales. He is confident, funny, self-effacing, and most of all very professional. Peter has a way of presenting an idea to you that makes it so wonderful that you can't help but look further into the possible benefits. His sales experience, training, and coaching methods are top notch! He teaches people to present in their own style, while employing many questions to gently determine whether salespeople are speaking with highly qualified prospective customers. Peter's talents are a great resource for your front line sales force.”

Karen S

Joe G

“Pete is the Cold Call Doctor. When I am approaching a new vertical market to call, I discuss with Pete my objectives. Pete then works with me in crafting a perfect message to increase my success in that particular vertical market. Bottom Line he makes me $$$$!

Joe G

CorrectNet

Contact Peter @ Dealbuilders