Bhajira Townsend is a busy women. Not only has she started two financial services firms where she acts as principle, Bhaj is the President-elect for NAIFA-WA, and on the board of the Seattle Mens/Womens Chorus, in addition to being a competitive tennis player! As if these activities don’t keep her busy enough, she is writing a book on smart financial planning strategies for families.

Like a lot of busy, successful people, Bhaj knew that all of her activity wasn’t doing enough to get her in front of the best prospects on a regular basis. After learning of The Gallagher Group through an article in National Underwriter magazine, Bhaj called Trisha for assistance in focusing her marketing efforts.

Since then, together they have built a thorough and results-oriented marketing plan for Bhaj that is allowing her a creative and systematic way to seek better referrals. The Gallagher Group is currently working, in collaboration with Nordstrom in Bellevue Square, WA to promote Bhaj’s expertise in a seminar series geared to affluent women. In addition, they are exploring an exclusive opportunity with the Gay Financial Network to build a chapter presence in the greater Seattle area with Bhajira at the helm. All of these efforts are combining to keep Bhaj in front of the best prospects and on track with her 3-year vision to add 100 top-tiered clients to her client file.

"I have worked with a lot of consultants and I have to say that Trisha has really bucked a trend. She had done a fabulous job bringing me new ideas. Even more importantly, she has helped me keep focused on getting more Tier One clients."

Bhajira Townsend