John Madden's Page

What company (companies) do you represent?

DeYoe Wealth Management

Website:

http://www.deyoewealthmanagement.com

Where is your personal office? (City, State/Province, Country)

Berkeley, CA, USA

Where do you personally sell?

San Francisco Bay Area

Describe your company's offerings

Financial Planning, Investment Management, Employer Retirement Plans, Life Insurance

Which industry do you represent? (How would a client or partner label your service offering?)

Corporate Benefits, Sales, Other

Which titles make purchase decisions for your offerings?

CEO/Owner, Finance, Human Resources

Do you target specific types or sizes of companies? If so, please explain.

Companies and other organizations with retirement plans of one million dollars and more.

Who are your power partners? (Who refers business to you? What business are they in?)

Accountants, Attorneys, Human Resourse Managers

What are some symptoms that a prospect might need your offering?

Poor plan design of 401k. Low employee participation. Poor customer service, lack of advice from current provider. Prospect needs to do a 401k rollover. Needs financial planning advice. Needs a close working relationship with advisor.

What differentiates you as a possible business partner?

We seek out relationships with power partners as a way to strengthen our business and theirs and ultimately provde the best advice to our clients.

Who first told you about the B2B Power Exchange Community?

Chris Pareja