Asset Marketing Systems Asset Marketing Systems, LLC, based in San Diego, California, is a marketing organization that provides support and services to financial advisors, insurance agencies, and securities brokers. The Challenge Although extremely successful, Asset Marketing Systems needed a succession plan for the existing senior management team and professional growth plans for middle management. As a small company with 120 employees, they had several managers who had been promoted from entry-level positions into middle management. Without a focus on providing professional growth opportunities to this group of managers, the lack of leadership skills was becoming a big concern. Specifically, they needed help with developing a more cohesive work group that focused on company goa

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