Our Process

Product Development

  • Structuring
  • Research
  • Project Management of Product Launch
    • PPM
    • Offering Material
    • Sub Docs
    • LPA

Due Diligence

  • 3rd Party Reports
    • Mick & Associates
    • FactRight
    • Mercer
    • Buttonwood
  • DD Questionnaires
  • Upfront & Ongoing DD
  • Ongoing Oversight

Compliance

  • Additional Layer of Oversight
    • Four Series 24 Held
    • Advertising Oversight
    • Marketing Material Oversight

Marketing

  • Communications
  • Messaging / Copy
  • Website / SEO
  • DD / Marketing Events
  • PR / Positioning
  • Fulfillment

Sales

  • Distribution
  • Education
  • National Accounts

Client Relations

  • Support
  • Updates
  • Platforms
  • Custodians

Special Events

God’s Love We Deliver is a NYC-based non-profit that offers food delivery and nutrition services to over 6,500 people with severe illnesses and their families every year. Thanks largely to volunteer efforts, God’s Love has been cooking and distributing tailor-made meals to the homes of these in need since 1985. The only requirement to participate is that you are too sick to shop or cook for yourself. Clients range from people with cancer, Multiple Sclerosis, HIV, Alzheimer’s, and over 200 other diagnoses. Because different disease have different needs, meals are designed to complement the medications and treatment plans of each client to keep them strong during a challenging time, Not only does God’s Love cook and deliver nutritious meals; they also offer unlimited nutritional education and counseling¬† from registered nutritionists. Even more impressive is the fact that all services and meals are provided for the dependents and caregivers of sick folks, too.

We have been donating to God’s Love for almost ten years and have been a substantial contributor to several of their campaigns, the most recent of which was their benefit concert, “Love Rocks NYC.” On March 9, Joe Walsh, Jackson Browne, Gary Clark Jr., and so many others gathered in NYC’s Beacon Theater to sing songs of peace, love and happiness in support of God’s Love. Together, we helped raise $1.5 million for this amazing charity. Plus, we got to see Bruce Willis play the harmonica, which far exceeded expectation. Check out more about the event in Rolling Stone magazine at http://www.rollingstone.com/music/news/bill-murray-joe-walsh-sing-beatles-classic-at-benefit-show-w471666, and then check out God’s Love We Deliver at https://www.glwd.org. Programs like this need all the help they can get.