Sales Renewal Announces First Anniversary of The JointSourcing Solution™ for The Harvest Group

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JointSourcing Proves Successful with Professional Services Firms

“I believe in focusing on core competencies. The JointSourcing Solution is like having an in-house marketing department allowing us to focus on what we do best. We’re still in control, but we can leave the day-to-day details to marketing professionals.

Sales Renewal, a unique, full service marketing agency that is revolutionizing small business marketing with The JointSourcing Solution™, is pleased to announce the one-year anniversary of JointSourcing with The Harvest Group, a multigenerational family team of CERTIFIED FINANCIAL PLANNERS™. JointSourcing (“joint venture + insourcing”), a comprehensive, one-stop marketing solution, is a boon for any business without a fully staffed in-house marketing team, or one that simply has gaps in expertise or bandwidth. A proven success for a wide range of companies, including retailers and manufacturers, Sales Renewal is now pleased to confirm JointSourcing’s success with professional services firms as well.

In October 2016, the three principles of The Harvest Group made the exciting move to become an independent Registered Investment Advisor, leaving the large brokerage firm they had been with for many years. The principals understood the challenges of differentiating themselves in a heavily regulated and highly competitive market and realized they’d need help refining and getting their message out to clients and prospects. Without their own marketing department, and no desire to either staff it or find and hire a raft of specialty marketing and technology firms to handle what was required, the firm turned to Sales Renewal for answers.

“I believe in focusing on core competencies,” said Roger H. Ingwersen, CFP®, CIMA®, CRPC®, Managing Partner and founder of The Harvest Group. “Working with Sales Renewal’s JointSourcing Solution is like having an in-house department of marketing experts who handle our day-to-day marketing strategies and initiatives, allowing us to focus on what we do best: financial planning, wealth management and building relationships with clients and prospective clients. Importantly, we’re still in control, but we can now leave the details to marketing professionals.”

Sales Renewal worked collaboratively with the principals to develop the firm’s custom JointSourcing Blueprint, the foundational marketing plan for all JointSourcing clients that defines their business & marketing strategies, brand & positioning and most cost-effective marketing tactics. Additionally, all the human expertise and technology required to implement the plan as well as a detailed, 12-month budget were presented to, and approved by, the firm.

Once the Blueprint was complete, Sales Renewal managed the team as it worked to bring all the firm’s existing marketing assets and capabilities up to the Blueprint’s specifications and has been actively managing the marketing program on the firm’s behalf ever since.

Today, just one year later, the firm’s competitive differentiation is well honed; it has established an entirely new brand strategy, implemented a robust thought-leadership program, launched a new website and online social presence, and benefited from numerous PR placements and interviews, all benchmarked by extensive analytics. Sales Renewal’s custom-configured marketing team, based on The Harvest Group’s unique needs, continues to deliver the day-to-day management and implementation of the plan, whose strategies & tactics are reevaluated on a quarterly basis to reflect real-world feedback and modified as necessary.

Also important to The Harvest Group was JointSourcing’s flexibility: while JointSourcing normally couples a one-stop marketing solution with a shared risk and reward business model, it is flexible enough that clients who are unable to take advantage of this model due to regulatory restrictions (such as financial service firms like the Harvest Group) can still benefit from JointSourcing’s ability to assemble, deliver and manage a comprehensive, one-stop marketing solution.

“It is gratifying to see that The JointSourcing Solution can be applied to any business, across industries and markets,” said Keith Loris, president of Sales Renewal Corporation. “We developed JointSourcing to solve the problems small businesses have with marketing and it is encouraging to see that professional service firms can greatly benefit from it too. It’s been a pleasure working with The Harvest Group this first year and it is exciting to build on their initial momentum as together we continue to grow their business.”

About Sales Renewal Corporation

Sales Renewal is a full service marketing agency that is reinventing small business marketing with our complete, one-stop marketing solutions, shared risk/reward business model and impressive client results. The JointSourcing Solution™ (“joint venture” + “insourcing”) delivers all the strategies & tactics, human expertise and sales-enabling technology needed to grow revenue while sharing risk and reward with clients. With JointSourcing, Sales Renewal literally invests in your success and becomes your expert partner who strives to get the most bang for our mutual bucks. Learn more at

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Diane Stresing
Sales Renewal
+1 508-529-4300 Ext: 106
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