We're a consulting firm...

Specializing in advisor marketing




Educating sales teams

Sales skill workshops

Keynote presentations

Leadership coaching

Partnering with Wealth Management firms

Implementing sales strategy

Project Management

Online content development

Financial Advisor Survey

We want to learn from you!

We are interested in hearing about you--what you believe are your strengths, and what issues you are currently facing that may hinder your success.

The survey should take you 5 to 10 minutes to complete, and will help inform our upcoming articles and possible workshops.

The survey is available through your laptop or desktop computer.  It is currently not available on tablets or mobile devices. Sorry.

Please click the following link.

Survey results will be posted to the site once the data reaches statistical significance.

Thank you!

Our Founder

EVA M. VITALE, Principal, Chief Consulting Strategist

Eva is the founder of Eva Vitale Associates, LLC, established in 2017. After leaving Goldman Sachs Asset Management, she quickly assessed that financial advisors and wealth management firms had an array of marketing and development needs which she felt confident addressing.  She believed that the best way to help them was by creating an advisory consulting firm.

As background, she offers her extensive experience and education. While Eva was with Goldman Sachs Asset Management, she served as V.P., Senior Business Practices Strategist on the Strategic Advisory Solutions team, and worked with hundreds of advisors over several years.

While at Prudential Financial, she held several L&D positions, including:

  • V.P., Annuities Learning Organization  
  • Director, Advisor Curriculum
  • Director, Financial Planning Curriculum
  • Director, Marketing & Technology Education

And, at other firms, she served as ...

  • Senior Consultant, M.F. Smith & Associates, Inc.
  • Manager, Field Financial Services, Northwestern Mutual 

Eva's education and licensing includes:

  • Retirement Income Strategies Certificate, Aresty Instutute, The Wharton School, University of Pennsylvania
  • MBA, Keller Graduate School of Management
  • BA, Psychology, Education minor, Marquette University
  • FLMI Designation, LOMA
  • FINRA Series 24, 7 & 63 registration