Bullock Strategic Partners

Financial-services sales performance is engineered, not left to hope.

We advise financial-services leadership teams on sales strategy, organization design, and compensation, and we install the weekly management disciplines that make growth predictable rather than reactive.

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How we work

Two ways to work with us.

Some engagements start with strategy. Others start with the weekly discipline that makes strategy stick. Many clients end up doing both.

Strategy advisory

Financial Services Strategy Advisory

Direct advisory work with financial-services leadership teams and boards on the decisions that shape how a sales organization performs, including how it is structured, resourced, and paid.

Sales organization design and distribution strategy
Growth strategy for wealth and asset management businesses
Compensation plan design
Sales management operating model reviews

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Training program

Driving Performance Through Disciplined Sales Management

A one-day workshop and supporting program that installs a disciplined weekly operating rhythm for front-line sales managers, built on the Track, Cascade, Talk framework.

A scorecard built on the activities that predict results
Targets cascaded down to the individual week
A structured weekly one-to-one with every direct report
A 90-day implementation plan and accountability partner

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Proven at scale

Results delivered directly, before either offer existed.

The disciplines behind both the advisory practice and the workshop were built and tested running actual financial-services sales organizations, not developed in the abstract.

>$2.2B

Net cash flow turnaround

NEI Investments, under 2 years

$4.3B

Net sales, 2020-2022

Aviso Wealth

~70%

AUM growth

Thrive Wealth Management, 2.5 years

$1B

Fund launch, company record

Russell Canada

These results predate both the workshop and the advisory practice. They are the operating record each is built from, not case studies of either offering itself.

Strategy advisory

Financial Services Strategy Advisory

Direct strategic advisory work for financial-services leadership teams and boards, drawing on the same operating experience the workshop is built from.

Organization & distribution

Sales organization design and distribution strategy

How a sales team is structured, channelized, and resourced against its market.

Growth

Growth strategy for wealth and asset management

Segmentation and go-to-market approach for wealth, asset management, and distribution businesses.

Compensation

Compensation plan design

Compensation plans for sales and distribution teams, designed to reward the behaviour that actually drives results.

Operating model

Sales management operating model reviews

Whether the targets, tracking, and coaching cadences already in place are actually driving the intended behaviour.

This work is typically engaged separately from the workshop, though many clients start with one and move to the other once the relationship is established.

Training program

Driving Performance Through Disciplined Sales Management

A one-day workshop and supporting program that installs the same weekly discipline behind the track record above, built for front-line sales managers rather than executive teams.

Track the right things. Cascade targets to the week. Talk to every person, every week.

See the full program

The founder

Built by a practitioner, not a theorist.

Bullock Strategic Partners is led by David W. Bullock, who spent more than two decades in senior executive roles across Canadian banking, wealth, and asset management before advising or teaching anyone else how to do it.

David W. Bullock

Founder, Bullock Strategic Partners

David has held CEO, SVP, and Managing Director roles at firms including Aviso Wealth, Thrive Wealth Management, NEI Investments, BlackRock Canada, IFDS, Russell Investments, and CIBC. His work has focused on the decisions that determine whether a financial-services sales organization hits plan, from how it is structured and paid to how its managers coach week to week.

The Disciplined Sales Management workshop distills the coaching side of that experience into a one-day program. The strategy advisory practice applies the same experience directly to a client's organization, strategy, and compensation model.

He holds an Honours Bachelor of Arts from the University of Toronto and the ICD.D designation from the Rotman School of Business Directors Education Program, and currently serves on the advisory boards of two fintech companies, advising their CEOs directly.

Selected leadership roles: SVP, Head of Wealth Distribution, Aviso Wealth · CEO, Thrive Wealth Management · Managing Director, Head of Retail, BlackRock Canada · EVP, IFDS Canada · Managing Director, US Sales & Client Service, Russell Investments · Senior Vice President, CIBC.

Start a conversation

If this maps to something you're working on, let's talk.

Most conversations begin with a 30-minute call to understand the organization, the goal, and where the gap is, whether that leads to an advisory engagement, a workshop, or both.

Email David