BlueEye Advisory
BlueEye Advisory. Sales performance systems for financial services.
Sales performance systems for financial services.
We build the system, run it with you, and show you what's working.
See how it works →Every firm can name its top five producers. Almost none can say what those five do differently.
It is not that leaders aren't paying attention. It is that the behavior lives inside conversations nobody recorded, nobody reviewed, and that were gone the moment the meeting ended. So the firm promotes its best producer, puts them in front of the group, and asks them to explain themselves. They say something true and completely unusable. "I just really listen."
So the most valuable asset in the building is the one nobody can describe, and nobody can teach.
Closing that gap is the whole job.
Three practices. Hire one, or all three.
Same method, different depth. Most engagements start in one and grow into the others. Plenty stay in one, and that is fine.
Sales operating systems
The process your team actually runs on. Sales framework, curriculum, and the scorecards that define what good looks like. Plus the CRM setup that makes it visible. A defined project. You own what we build.
Consulting and build →Fractional leadership
We take the seat. Sales leadership, operations leadership, or learning and development, on a monthly retainer. We run the cadence and coach your managers until the standard holds without us.
A monthly retainer, priced to the job.
Fractional leadership →AI-enabled performance
Practice environments and conversation analysis, stood up inside your firm on your existing stack, so the tools produce measurable behavior change instead of usage reports.
The AI layer →The Performance Intelligence Flywheel™
Five connected motions. Each one feeds the next, and the loop tightens every quarter it runs. Platform-agnostic by design, because the method outlives whichever tool is current.
SURFACE
Find what your best people actually do differently.
TEACH
Turn it into scorecards, scenarios and playbooks.
PUSH
Coach the managers. Raise the floor, not the ceiling.
COMPOUND
New hires start where the last cohort finished.
SIGNAL
Field intelligence back to the people setting strategy.
Twenty years working inside these firms.
Mike spent twenty years at Merrill Lynch and Bank of America building the training and sales programs their advisors went through. He has since done the same work for wirehouses, banks and independent firms. He knows how these places run, because he ran things inside them.
Three engagements. Three different shapes of the same problem.
We don't publish invented percentages. Here is what the work actually looked like.
An advisory firm with no operator
A 40-person RIA affiliated with Osaic had grown into several teams with nobody holding the middle together. The founder was still the visionary and still advising his own clients, and he needed to get back to that. We built the sales operating system and the processes underneath it, then stayed on and ran the day to day.
An AI-forward program at a top-three U.S. bank
A learning and development program built around AI practice instead of bolted onto it. We built the curriculum and the scoring standard, then coordinated senior leadership through execution across the business lines that had to adopt it.
Making one cohort's standard visible
Six behavioral dimensions, drawn from a wealth manager's own client conversations. Scored weekly across one advisory cohort for six weeks, on the platforms the firm already owned. The rubric was rewritten whenever it stopped reflecting the work.
Read the case study →Client names withheld where engagements are covered by confidentiality. References available under NDA.
You are hiring the person who does the work.
BlueEye was founded by Mike Levine. He spent twenty years at Merrill Lynch and Bank of America building the programs that trained their advisors. He now does that same work for wirehouses, banks and independent firms.
That matters because you cannot learn this work from the outside. The person leading your engagement has held the job you are hiring for, at a firm your size.
More about Mike →Find out where the gap is in your firm.
Four questions, two minutes, no email required. You will see the one motion worth fixing first, and where the other four rank. If it turns up something worth talking about, we can talk.
Find your bottleneck