Consulting & Other Services

Strategic Planning & Business Consulting Services - We provide strategic business and marketing consulting to financial services companies. Our expertise in the retirement plan market has provided us the opportunity to serve many of the leading mutual fund companies, banks, insurance companies, record keepers and other service providers. We are able to draw on our proprietary industry research in order to provide insightful analysis in client engagements. We work closely with our clients to assess business models, product development needs, and distribution, branding and marketing strategies.

For additional information contact Robert Wuelfing at

Webinar Production Services - RG Wuelfing & Associates provides webinar productions and administration services for companies that want to educate and provide company information to geographically dispersed customers and prospects. Our industry expertise allows us to serve as a substantive resource for the event and moderate the event, as needed. Our industry contacts allow us to promote the event to a broad target audience and the media.

We offer a full range of services and handle all aspects of the event, including:
  • Event planning
  • Web technology administration
  • Speaker identification and planning
  • Invitation production and distribution
  • Participant registration and billing administration
  • Management reporting before and after the event
For additional information contact Robert Wuelfing at