The Soul of the Business®, Inc. (SOTB®) was founded in 2017, as a spin-off from ALMAdvisors, Inc. an established Pasadena,CA based investment management company. (ALMA itself was founded in 1995). The founder of ALMA, Jeffery Rollert, decided it was easier to manage and hire as a separate organization.
Clients of ALMA often had questions about the businesses they owned and managed (i.e. ones that were not part of their investment portfolios). Often, these businesses needed to invest more in client acquisition and retention strategies to remain competitive within their industries.
SOTB® uses the same approach as ALMA’s research process, which was demonstrated successfully for 25 years.
SOTB® uses the same approach as ALMA’s research process, which was demonstrated successfully for 25 years.
- cross-fertilizing solutions not just from other industries but also from different branches of science,
- reviewing them constantly with cutting-edge data analytics and
- Monitoring and reviewing the solutions for ongoing performance.
The SOTB®?s founder, Jeffery Rollert, believes a better approach to revenue growth comes cross-fertilizing ideas from all areas of science and art. His academic background in economics and psychology grew over thirty-plus years to encompass behavioral economics with a deep retail and banking industry understanding.
The firm prefers to hire other professionals with multidisciplinary backgrounds. SOTB® is entirely owned by its employees, and is not affiliated with any other firm. We believe the only way to consistently provide independent advice is to be owned independently by employees.
SOTB® uses the same approach as ALMA’s research process, which was demonstrated successfully for 25 years.