Digital Discoveries was created to help wealth management firms of all sizes become leaders in the evolving world of sales. We think without adjusting to the changing dynamics, your challenges are great. Digital technology in combination with proven sales strategies can transform businesses. The growing influence of key technologies inside the landscape in which we play creates an opportunity to grow your business more effectively and to optimize what is already in place. Our goal is to assist your firm in building a plan that takes full advantage of key technologies that can enhance your sales efforts and control costs in a period of margin compression. We believe that the best solution is one that captures the spirit and culture of your firm. 

Tom Kolbe is Managing Director of Digital Discoveries. Tom has spent over 25 years in the financial services industry having worked as a wholesaler, then as the head of institutional sales and finally as the National Sales Manager for a major mutual fund company where he oversaw internal and external sales efforts as well as the national accounts team. During the last ten years he has combined that experience with the integration of technology to build a functional foundation for improving the customer journey.