Dedicated To Your
Business Success.

Every advisor licensed through Asset has access to an experienced Business Consultant. Your go-to coach, mentor, and friend, these individuals will roll up their sleeves and dive in to help exceed your high-level business development goals.

A Dedicated Coach
To Drive Your Accomplishment

The fact that I can get the product placement to fit the need on one side and the strategy for the communication thereafter, and even involve my business consultant in the conversation with the client is unheard of.

Meet Your Business Consultants

Dee Costa

With over three decades of experience in the insurance services industry, Dee serves with passion and purpose for each advisor she works with.

Having analyzed producers' operations, met with their staff, and coached them through their darkest hours, Dee believes in celebrating advisors and their successes. As a Business Consultant and seasoned financial services professional, Dee believes in the power of partnerships built upon trust, communication, and mutual respect. She has helped hundreds of advisors to build thriving and profitable practices. In addition to her insurance license, Dee holds a Series 7, and has earned her FIC, FICF, CLTC, and RICP designations.

Learn More About Working with Dee

Meet Your Business Consultants

Sam Payne

Over the last 40 years Sam has built and sold an agency from the ground up, transitioned to a district manager and wholesaler, and started his own investment advisory practice. His real-world knowledge and experience position him perfectly as a Business Consultant.

Today Sam works with new and experienced agents and advisors to achieve similar success. Sam focuses on building competence and confidence with the advisors he works with, allowing them to work hard by choice, not by necessity, and have the freedom to do what they want when they want.

As a lifelong learner, Sam leverages his current Investment Advisory practice experience together with a lifetime of knowledge as he works with existing financial planners and advisors to help them achieve their goals. Sam is an Investment Advisor Representative with Brookstone Capital Management and holds his Series 65, Life, P&C licenses, and the RICP designation.

Learn More About Working with Sam

Meet Your Business Consultants

Bruce Beaty

Bruce Beaty has served in the financial services industry since 1996 when he started creating financial plans for families and businesses.

While his passion is inspiring success and shaping the businesses of advisors and agencies nationwide, he maintains a footprint in the retail space as well. Bruce has both insurance and IAR capabilities and is an active advisor with Madison Avenue Securities. He believes that personal growth is just as important as business growth. Bruce currently holds a CLU, ChFC, CSA, RICP and an MBA and he uses his experience and knowledge to partner with Advisors in all walks of life from “new to the industry” to the “very elite advisor” to develop and execute their business plans and achieve their goals.

Learn More About Working with Bruce

Are We A Good Fit?

Before we can begin helping your business production reach new heights, we want to make sure that we are the right FMO for you and your needs as a financial advisor. Contact us today, and let's talk.