For Immediate Release
Contact: Andrew Cloutier
Anova Consulting Group, LLC
(617) 731-1045
andrew@anovaconsulting.com
BROOKLINE, MASS., October 28, 2014 – Anova Consulting Group announced today that Diane Johnson, a 30-year veteran of the financial services industry, and Eileen Govaert, an 18-year veteran, have joined the firm as Director of Sales & Relationship Management and Executive Interviewer, respectively.
Johnson is responsible for business development and client relationship management at Anova. In this role, she works with prospective and current clients to build and maintain win/loss and customer satisfaction programs that enable Anova’s clients to win and retain key customers. She is also responsible for the delivery of customized market research projects that are tailored to specific client needs.
Govaert conducts market research projects for Anova’s financial services and defined contribution clients. She is responsible for in-depth interviews with senior executives and financial advisors across a broad spectrum of investment and retirement plan products.
“We are able to provide our clients with exceptional Win / Loss and customer satisfaction analysis because of the knowledge and expertise of our staff,” said Rich Schroder, president of Anova Consulting Group. “We added 10 employees in 2014, all of whom are seasoned executives with impressive credentials. Diane and Eileen are examples of our desire to grow Anova thoughtfully, as they bring knowledge and expertise that will enable us to expand while continuing to provide our clients with top-quality analysis.”
Johnson joins Anova from State Street Corporation where she worked for more than 14 years, most recently as Vice President, Institutional Investor Services, developing and managing significant client relationships within the Asset Owner market: public and private pension plans, Taft-Hartley plans, as well as endowments and foundations. Johnson began her career at Wachovia Corporation, successfully working her way, over a 15-year period, to the position of Senior Vice President, Team Leader and Territory Manager. During her tenure, her responsibilities included business development and client relationship management activities in support of Wachovia’s commercial banking, cash management, and institutional and corporate trust clients.
Govaert joins Anova following an 18-year career with New York Life Retirement Plan Services. During her time at New York Life, Govaert filled various roles including Vice President of Relationship Management, Assistant Vice President of Project Management, and Manager of Internal Sales. Her responsibilities included overseeing the training of associates on ERISA regulations, supervising the plan sponsor conversion / onboarding process, and managing the content and development of the quarterly plan sponsor newsletters.
Established in 2004, Anova Consulting Group is a leading market research and consulting firm focused on win / loss and client-satisfaction analysis. By helping clients understand why they win, lose, and retain business, Anova provides strategic perspectives driving better decision-making, product development, sales effectiveness, client service, and continuous improvement. Richard Schroder, president of Anova, is author of the Win Loss Analysis book From a Good Sales Call to a Great Sales Call (McGraw-Hill), which details how learning from post-sale debriefing helps close more future sales.
For Immediate Release
Contact:
Andrew Cloutier
Anova Consulting Group, LLC
(617) 731-1045
andrew@anovaconsulting.com
BROOKLINE, MASS., June 26, 2014 – Anova Consulting Group, a leading provider of win / loss and client satisfaction analysis to financial services, technology, and human capital management companies, today announced its expansion with the appointment of two new professionals, Sylvia Forster and Zachary Golden. Forster will support Anova’s work for financial services and defined contribution clients as an Executive Interviewer and Golden will work across all market verticals as a Research Analyst.
“We are seeing unprecedented demand for Win / Loss analysis solutions and we expect the market for Win / Loss to double over the next five years,’’ said Richard Schroder, Founder and President of Anova Consulting Group. “We are looking forward to having Sylvia and Zach on our team to work closely with our clients, helping us continue to deliver high quality research and analysis. During her extensive career in financial services, Sylvia directed strategic product development initiatives in the retirement plan services arena. Zach joins Anova after gaining sales strategy experience at Sun Life Financial.’’
Prior to joining Anova, Sylvia worked at New York Life Retirement Plan Services, most recently as Vice President of Marketing, Insurance Operations, and Services. Before that, Sylvia worked at The Hartford as Manager of Product Development and at Aetna as Manager of the Marketing Department.
Zach joins Anova from Sun Life Financial, and prior to that he worked in IT-focused market research at ClearEdge Partners.
Forster will report to Rebecca Scarlott, Director of Market Research and Golden will report to Andrew Cloutier, Director of Client Service at Anova.
Established in 2005, Anova Consulting Group is a leading market research and consulting firm focused on Win / Loss analysis and client satisfaction analysis. By helping its clients understand why they win, lose, and retain business, Anova provides strategic perspectives driving better decision making, product development, sales effectiveness, client service, and continuous improvement. Richard Schroder, president of Anova, is author of a book titled From a Good Sales Call to a Great Sales Call (McGraw-Hill), which details how learning from post-sale debriefing helps close more future sales.
For Immediate Release
Contact:
Andrew Cloutier
Anova Consulting Group, LLC
(617) 731-1045
andrew@theanovagroup.com
BROOKLINE, MASS., May 7, 2014 – Anova Consulting Group, a leading provider of Win / Loss and client satisfaction analysis to financial services, technology, and human capital management companies, today announced its expansion with the appointment of two new team members, Rhonda Green and Jenn Howard. Green and Howard will both serve as executive interviewers performing telephone-based market and client research. Green will support Anova’s work for financial services clients and Howard will focus on Anova’s technology and human capital clients.
“Anova added 8 new clients in 2013, and we’ve already added 6 new clients so far in 2014. It is imperative for growing companies to continuously source new talent,’’ said Richard Schroder, president of Anova Consulting Group. “Rhonda is a seasoned executive with 30 years of financial services experience focusing on retirement plan administration. Jenn comes to Anova with 15 years of experience in marketing and sales at international technology companies.’’
Prior to joining Anova, Green was manager of defined benefit plan administration at Group Health & Benefit Administrators following a long and successful career at MetLife. Howard comes to Anova from Globoforce and she also worked at Ascential Software Corporation and Dell. Both Green and Howard will report to Andrew Cloutier, Director of Client Service at Anova.
Established in 2004, Anova Consulting Group is a leading market research and consulting firm focused on Win / Loss analysis and client satisfaction analysis. By helping its clients understand why they win, lose, and retain business, Anova provides strategic perspectives driving better decision-making, product development, sales effectiveness, client service, and continuous improvement. Richard Schroder, president of Anova, is author of a book titled From a Good Sales Call to a Great Sales Call (McGraw-Hill), which details how learning from post-sale debriefing helps close more future sales.
For Immediate Release
Contact: Andrew Cloutier
Anova Consulting Group, LLC
(617) 731-1045
andrew@anovaconsulting.com
Brookline, MASS, April 15, 2014 — Anova Consulting Group, a leader in Win / Loss analysis and customer satisfaction research, is launching an updated brand image coinciding with the 10-year anniversary of the firm’s founding. The rebranding includes a new website (www.anovaconsulting.com), a completely revamped capabilities brochure, and a redesigned logo.
“Helping our clients win and keep business is what we do,” said Anova Founder and President Rich Schroder. “Our new brand image more accurately reflects our growth and expansion while still emphasizing our core mission statement of existing to help our clients compete more effectively.”
Driven by a highly consultative approach, Anova’s Win / Loss analysis and customer satisfaction research provide objective feedback to measure the effectiveness of a firm’s sales efforts and the quality and responsiveness of its service functions. Since inception, Anova has experienced steady growth in all business climates, and Anova’s client base has expanded from its original focus on the financial services industry to a broader focus that includes software / technology and human capital management clients.
The updated website is designed to more consistently and clearly communicate Anova’s focus in Win / Loss and client satisfaction research to clients and prospects, as well as serving as a portal to the Viewpoint client dashboard. The website also contains resources such as case studies complete with client outcomes, white papers, articles and the ability to download a chapter from Schroder’s Win Loss Analysis book From a Good Sales Call to a Great Sales Call.
Added Schroder, “Our website and logo are essential indicators of what we stand for as a company, and we have taken the opportunity to strengthen how we represent ourselves as we roll out our broader strategy for Anova’s second decade.”
Established in 2005, Anova Consulting Group is a leading market research and consulting firm focused on the financial services industry. Through custom and syndicated market research studies, Anova provides strategic perspectives to its clients, driving better decision-making, product development, sales effectiveness, client service, and continuous improvement. Richard Schroder, president of Anova, is author of a book titled From a Good Sales Call to a Great Sales Call (McGraw-Hill), which details how learning from post-sale debriefing helps close more future sales.
For Immediate Release
Contact: Andrew Cloutier
Anova Consulting Group, LLC
(617) 731-1045
andrew@anovaconsulting.com
BROOKLINE, MASS., January 16, 2014 – Anova Consulting Group, a leading provider of Win / Loss and client satisfaction analysis to financial services, technology, and human capital management companies, today announced its expansion with the appointment of two new consultants, Curt Gilmore and Lisa Plotnick. Gilmore and Plotnick will both serve as executive interviewers, performing market and client research to support Anova’s base of financial services and human capital management clients.
“After four consecutive years of strong revenue growth and the addition of 8 new clients in 2013, it was imperative that we bolster our interviewing capacity with top talent,’’ said Richard Schroder, president of Anova Consulting Group. “Curt is a seasoned private wealth investment advisor with 29 years of experience in portfolio analysis, asset allocation, and portfolio and performance reviews. Lisa, during her more than 25 years in the financial services industry, has focused on the retirement markets, delivering many state-of-the-industry and thought-leadership presentations to industry executives. We are looking forward to having Curt and Lisa on board to work closely with our clients, helping us continue to deliver quality research and analysis.’’
Prior to joining Anova, Gilmore worked at Washington Mutual, Imperial Capital Bank, BankBoston, and Sanford C. Bernstein & Co. Plotnick was Director of Research at the Insured Retirement Institute (IRI) and her previous employers include Cerulli Associates, Financial Research Corporation (FRC), John Hancock and William M. Mercer. Both Gilmore and Plotnick will report to Andrew Cloutier, Director of Client Service at Anova.
Established in 2005, Anova Consulting Group is a leading market research and consulting firm focused on the financial services industry. Through custom and syndicated market research studies, Anova provides strategic perspectives to its clients, driving better decision-making, product development, sales effectiveness, client service, and continuous improvement. Richard Schroder, president of Anova, is author of a Win Loss Analysis book titled From a Good Sales Call to a Great Sales Call (McGraw-Hill), which details how learning from post-sale debriefing helps close more future sales.
For Immediate Release
Contact: Andrew Cloutier
Anova Consulting Group, LLC
(617) 731-1045
andrew@anovaconsulting.com
BROOKLINE, MASS., April 3, 2012 – Anova Consulting Group, a leading provider of customized market research, sales training and consulting services to financial services and human capital management companies, announced today the appointment of a new consultant, Arnold Boecklin.
Boecklin will serve as an executive interviewer, gathering insights from plan sponsors and institutional investors to support Anova’s work for defined contribution and investment management clients.
“Anova’s market research and consulting expertise helps our clients capture more new business and retain those relationships,’’ Schroder said. “We experienced 40% revenue growth in 2011 and had continued strong momentum during Q1 of this year. We are focused on growing our institutional investment management practice and have recently added 4 clients in this space. Arnolds deep experience and expertise will help us continue to provide the unvarnished client, prospect and consultant feedback we need to provide value to our existing relationships and new business opportunities.”
Prior to joining Anova, Boecklin has had a long and diverse career in the financial services industry. He was most recently a principal at STW Fixed Income Management in Santa Barbara, CA. Previously, he also held management, marketing, and client service positions at ICMA Retirement Corporation, Pacific Capital Fixed Income Advisors, SSgA, William M. Mercer Asset Planning, CIGNA, and Aetna.
Due to continued strong growth, Anova plans to hire an additional research analyst in the next 3-6 months.
Established in 2005, Anova Consulting Group is a leading market research and consulting firm focused on Win / Loss analysis and client satisfaction analysis. By helping its clients understand why they win, lose and retain business, Anova provides strategic perspectives to its clients, driving better decision-making, product development, sales effectiveness, client service, and continuous improvement. Last year, Richard Schroder, president of Anova, released a Win Loss Analysis book titled, From a Good Sales Call to a Great Sales Call (McGraw-Hill, 2011), which details how learning from post-sale Win / Loss debriefing helps close more sales.
For Immediate Release
Contact: Heather Jenkins
Anova Consulting Group, LLC
(617) 731-1085
heather@anovaconsulting.com
BROOKLINE, MASS., JUNE 8, 2011 – Anova Consulting Group, a leading provider of customized market research, sales training and consulting services to financial services and human capital management companies, is pleased to announce its expansion with the appointment of Andrew Cloutier as Director of Client Service.
Reporting to Richard Schroder, president of Anova, this newly created leadership role combines aspects of relationship management, project execution, and business development. With a focus on improving clients’ business results, Cloutier will be responsible for building and managing long-term relationships with Anova’s clients, said Schroder.
“Anova continues to gain business momentum, in large part due to the extremely competitive sales climate in the DC marketplace. Our clients are seeking to gain an edge by better understanding why they win and lose clients in the sales process, and how they can improve retention of their existing clients. Andrew’s top-notch strategy consulting background and track record of achievement will be an invaluable resource for our clients and internal team,’’ Schroder said. “We are delighted to have him working closely with our clients and helping to position Anova for continued growth.’’
Prior to joining Anova, Cloutier worked at Fidelity Business Consulting, the internal consulting unit at Fidelity Investments, partnering with senior leaders across Fidelity’s business units to tackle strategy development and business transformation efforts. Prior to Fidelity, he was a consultant at Bain & Company, the global business consultancy, working on strategy engagements across a number of industries and functional areas. He is a graduate of Williams College with a BA in Economics, and he earned an MBA from the MIT Sloan School of Management.
Established in 2005, Anova Consulting Group is a leading market research and consulting firm focused on Win / Loss analysis and client satisfaction analysis. By helping its clients understand why they win, lose and retain business, Anova provides strategic perspectives to its clients, driving better decision-making, product development, sales effectiveness, client service, and continuous improvement. Last year, Richard Schroder, president of Anova, released a book about Win Loss Analysis titled, From a Good Sales Call to a Great Sales Call (McGraw-Hill, 2011), which details how learning from post-sale Win / Loss debriefing helps close more sales.
For Immediate Release
Contact: Heather Jenkins
Anova Consulting Group, LLC
(617) 731-1085
heather@anovaconsulting.com
BROOKLINE, MASS., February 23, 2011 – Anova Consulting Group, a leading provider of customized market research, sales training and consulting services to financial services and human capital management companies, announced today the appointment of two new consultants, Linda Cooper and Sarah DeFreitas.
Cooper and DeFreitas will both serve as executive interviewers, performing market and client research to support Anova’s work for financial services and human capital clients. In these newly created positions, they will report to Jeannine Kulsick, director of market research, said Richard Schroder, Anova Consulting Group’s president.
“Anova’s market research and consulting expertise helps our clients capture more new business and retain those relationships,’’ Schroder said. “We are experiencing strong momentum in 2011 after a year in which we more than doubled revenue and added new financial services, benefits, and talent management software providers as clients. Linda and Sarah are experienced, high- level additions to our team who will help us continue to execute on existing relationships and with new business prospects.”
Prior to joining Anova, Cooper was a key accounts manager for New York Life Retirement Plan Services in Westwood, Mass. Previously, she also served as a salesperson for financial intermediary sales, a relationship manager, and a defined contribution account manager during her 12-year tenure at the firm. Earlier in her career, she worked for Trust Consultants, LLC, a Boston-based manager of defined contribution plans and as a client service manager for State Street Corporation, Boston. She holds a BS in business management from Northeastern University.
DeFreitas joins Anova after serving for two years as a private consultant to an early stage start- up company, where she developed business plans, financial projections and market research. Earlier, she served for seven years at Time Warner Cable, Stamford, Conn., as a manager of financial analysis and senior financial analyst. She also served as a financial analyst at Donnelly Marketing, Inc., Stamford, Conn. She holds a BA from Bowdoin College and an MBA from New York University’s Stern School of Business.
Schroder, whose firm has been performing market research for leading financial services and human capital management firms since 2005, is the author of a new book, From a Good Sales Call to a Great Sales Call (McGraw-Hill, October, 2010), which details how learning from post-sale debriefing helps close more sales.
Established in 2005, Anova Consulting Group is a leading market research and consulting firm focused on Win / Loss analysis and client satisfaction analysis. By helping its clients understand why they win, lose and retain business, Anova provides strategic perspectives to its clients, driving better decision-making, product development, sales effectiveness, client service, and continuous improvement. Last year, Richard Schroder, president of Anova, released a book about Win Loss Analysis titled, From a Good Sales Call to a Great Sales Call (McGraw-Hill, 2011), which details how learning from post-sale Win / Loss debriefing helps close more sales.
For Immediate Release
Contact: Heather Jenkins
Anova Consulting Group, LLC
(617) 731-1085
heather@anovaconsulting.com
BROOKLINE, MASS., December 13, 2010 – Anova Consulting Group, a leading provider of customized market research, sales training and consulting services to financial services and human capital management companies, is pleased to announce its appointment by seven new clients in the second half of 2010.
Expanded relationships with existing clients and a diverse new client roster in 2010 including three insurance companies, a regional bank, a firm specializing in human resources, benefits and payroll, and two talent management software providers contributed to an 104% increase in revenue this year, said Richard Schroder, founder and president of Brookline, Mass.-based Anova Consulting Group. Schroder attributes Anova’s growth to his firm’s more focused sales and marketing effort and to an increased client awareness of the importance of win-loss analysis and sales training.
“Capturing and retaining new business in our specialized areas – retirement plan and human capital management markets – has recently become of vital concern to companies competing in an environment with fewer providers, increased competition and more commoditized offerings,’’ Schroder said. “We’re gratified Anova’s market research and consulting expertise is contributing value to our clients and we anticipate continued strong business momentum in 2011.’’
Schroder, whose firm has been performing market research for leading financial services and human capital management firms since 2005, is the author of a new book, From a Good Sales Call to a Great Sales Call (McGraw-Hill, October, 2010), which details how learning from post-sale debriefing helps close more sales. The book has contributed to revenue expansion through increased demand for sales training, especially in the financial advisor community, Schroder said.
To accommodate current business growth and prepare for continued expansion, Anova Consulting Group in October hired James S. (Jamie) Pasman as senior consultant and Jamie Zielinski as research analyst, both new positions. Pasman works on business development, marketing and consulting projects. Zielinski is principally responsible for analyzing and interpreting research data, formulating reports and making recommendations based on the research findings. Anova plans to hire two additional consultants in early 2011.
In addition to Schroder, Anova Consulting Group’s leadership team also includes Heather Jenkins, managing partner, Lisa Reibstein, financial services practice leader, and Jeannine Kulsick, human capital management practice leader.
Established in 2005, Anova Consulting Group is a leading market research and consulting firm focused on Win / Loss analysis and client satisfaction analysis. By helping its clients understand why they win, lose and retain business, Anova provides strategic perspectives to its clients, driving better decision-making, product development, sales effectiveness, client service, and continuous improvement. Last year, Richard Schroder, president of Anova, released a book about Win Loss Analysis titled, From a Good Sales Call to a Great Sales Call (McGraw-Hill, 2011), which details how learning from post-sale Win / Loss debriefing helps close more sales.
For Immediate Release
Contact: Heather Jenkins
Anova Consulting Group, LLC
(617) 731-1085
heather@anovaconsulting.com
BROOKLINE, MASS., November 16, 2010 – Anova Consulting Group, a leading provider of customized market research, sales training and consulting services to financial services and human capital management companies, is pleased to announce its expansion with the appointment of two new professionals and a recent move to a larger office in the Boston area.
Brookline, Mass.-based Anova Consulting Group hired James S. (Jamie) Pasman as senior consultant and Jamie Zielinski as research analyst, both new positions effective in October. Pasman works on business development, marketing and consulting projects. Zielinski is principally responsible for analyzing and interpreting research data, formulating reports and making recommendations based on the research findings, said Richard Schroder, Anova Consulting Groups president.
“Anova’s business momentum has accelerated in the past year as companies focused on the retirement plan and human capital management markets in particular seek to understand why they win, retain, and lose clients, and how to improve their sales and client service processes,’’ Schroder said. “We’re delighted Jamie Pasman and Jamie Zielinski, two seasoned professionals, have joined us to work closely with our clients and help position Anova for continued growth.’’
Prior to joining Anova, Pasman was manager of client service for Kohlberg & Associates LLC, a financial services consulting firm. Earlier in his career, he worked as a senior research analyst for consultant Chatham Partners, and at both firms he was responsible for inside sales, marketing and client service. Zielinski brings 12 years of experience in marketing data analysis and client relationship management, most recently as operations manager at Myvu Corp., where she was involved in project management and sales administration.
The firm’s leadership team includes Heather Jenkins, managing partner, Lisa Reibstein, financial services practice leader, and Jeannine Kulsick, human capital management practice leader.
Schroder, whose firm has been performing market research for leading financial services and human capital management firms since 2005, is the author of a new Win Loss Analysis book, From a Good Sales Call to a Great Sales Call (McGraw-Hill, October, 2010), which details how learning from post-sale debriefing helps close more sales.
Established in 2005, Anova Consulting Group is a leading market research and consulting firm focused on Win / Loss analysis and client satisfaction Analysis. By helping its clients understand why they win, lose and retain business, Anova provides strategic perspectives to its clients, driving better decision-making, product development, sales effectiveness, client service, and continuous improvement. Last year, Richard Schroder, president of Anova, released a book about Win Loss Analysis titled, From a Good Sales Call to a Great Sales Call (McGraw-Hill, 2011), which details how learning from post-sale Win / Loss debriefing helps close more sales.
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