2024 sales: $750 million
Previous ranking: 27
Employees: 27 full-time
212 Sawmill Road
Raleigh, NC 27615
Phone: (919) 846-2544
Website Executives
EXECUTIVES OWNER/PRESIDENT: Susan Ferrell
EXECUTIVE DIRECTOR: Sharon Fake
DIRECTOR, NORTH CAROLINA OPERATIONS: Claire Canady
DIRECTOR, TECHNOLOGY & FINANCE: Heather McIntyre
EXECUTIVE SUPPORT MANAGER: Michelle Holmes
COMPANY FACTS
* Privately held.
* Works with 759 independent contractors.
* 100% of sales completed by hosted advisors.
* Sales: 85% leisure, 15% business/government.
* A member of Virtuoso.
DEVELOPMENTS
* Celebrated its 35th year in business.
* Implemented its Tech Evolution 35 project, which included migrating to Sion for commission tracking; Quick Books, an accounting platform for the back office; Tres, a CRM for advisors; and Travel Wits, an online booking tool for advisors. Sion and Tres are available to all advisors as part of its core program; Travel Wits is available to all but carries an additional cost.
* A new seven-member independent contractor advisory board started meeting in January. It aims to foster collaboration, innovation and excellence for advisors.