Adam Segal Email & Phone Number

Hartford, Ct, Us

Hartford, Ct, Us

Hartford, Ct, Us

Springfield, Massachusetts, Us

LaunchPoint is a team that uses Lean start-up methodology within Insurance Operations, where lab members act as founders, working together to develop and validate business ideas. Team members rapidly design, test prototypes and iterate on new business models – from ideation to pilot to integration. Spearheaded drive & managed team to capitalize on $100m opportunity with underserviced clients Led creation of prototypes to give leadership enhanced understanding of agency profit centers Managed multiple initiatives resulting in increased agency efficiency & increased access to client data by 50% Developed new communication strategy for engagement initiative, resulting in 10x of goal

Springfield, Massachusetts, Us

Developed innovative strategies to help advisors work effectively with small business owners while maximizing marketing ROI and program efficiency through objective and quantitative methods.  Strategies adopted in 30+ agencies, resulting in YoY sales growth of 15% Expanded number of certified advisors by 25% through remote & customized training strategies Influenced over 1,000 unique agents to more effectively engage with business owner clients Managed cross-functional team that quantified program ROI, resulting in $500,000 cost reduction Optimized lead program to redirect resources to preferred producers, resulting in 40% cost savings Developed analytical models to size Business Market and SpecialCare market

As a financial advisor in the Houston, Texas area, Adam has years of experience working with business owners on tax planning, comprehensive succession planning, strategies for protection against the loss of an owner or key employee, and for attracting and retaining top talent. He has a keen eye for business evaluation and can offer his consultative view on the issues the owner may be facing. Managed initiatives focusing on small and family owned businesses Introduced business valuation to advisors as a means to work with business clients Featured speaker at national conferences from 2010-2013

 Recruited to grow investment practice - Raised revenue 30% Developed personal and niche marketing campaigns for agents Responsible for Client retention - 98% of clients retained during 2007 - 2009 Bear Market

 Created opportunities that allowed tenants to lower liabilities and landlords to obtain optimal cash flow scenarios for their investors  Created presentations for clients to illustrate how real estate structures could impact profitability

 Raised over $250MM in assets Designed & Implemented market neutral trading strategy, 46 consecutive winning months  Launched two flagship products. One Long only and one Market Neutral Led company on international roadshows in NY, Switzerland and Germany

Mba, Finance

Bs, Health-Fitness

Cfbs, Family Business Succession Planning