RESOURCE PARTNER

Bob Cogan

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Bob Cogan is the managing principal of Strategy B4 Tactics, a financial services consulting firm. Mr. Cogan has over four decades in the financial industry and currently specializes in transition/succession planning, converting strategic plans into goals, and consulting and coaching to help clients achieve those goals. He focuses on a team approach and instilling the importance of each team member’s contributions.

Mr. Cogan holds CLU and ChFC designations and started his career as a financial advisor, becoming an associate branch manager before advancing to Vice President of Marketing, then CEO and Vice Chairman of Capital Analysts Incorporated, an independent broker/dealer and Registered Investment Advisory firm. He served as chairman of the B/D division of the IAFP (the predecessor of the Financial Planning Association) and is a founding board member of the Financial Services Institute. He also served two terms on the NASD (predecessor of FINRA) insurance and independent distribution committee.

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StrategyB4Tactics is focused on small business growth and profitability. Most small businesses use a variety of marketing and operation tactics but do not develop a clear concise strategy for success. We help our clients develop easy to follow strategies that tie all of their various marketing and operational strategies together.

Experience dictates that single event seminars do not promote business change. Small business owners, benefit from continual workshops and coaching to effect significant change. Coaching and teaching are areas where StrategyB4Tactics excels. Participants in our programs will find they develop a long-term relationship with their coaches.