For over 30 years I've helped financial advisors grow their businesses through innovative sales and marketing strategies. I've also designed and distributed fixed and variable financial services products and programs. In 2007, I sold the broker/dealer and registered investment advisor I founded in the mid-1990's and struck out on my own as a financial advisor.After several years, I realized that while I loved helping my clients build and preserve their wealth, I wanted to return to working with financial advisors. While not losing touch with my retail clients, I found a way to combine my two passions within the financial services industry, as a consultant - an Advisor for Financial Advisors.Why Advisor for Financial Advisors? Because, after years of running a large corporation and working with financial advisors who were, by and large, small business owners, I realized that I had access to support systems and networks that they didn't.Large businesses have key hires, boards of directors and paid consultants to turn to for, among other things, business development and expansion strategies as well as product management and due diligence.As small business owners, where do financial advisors turn for this sort of support and guidance? They can look no further than the Advisor for Financial Advisors.I bring financial advisors access to my years of experience in Sales, Marketing, Product Development and Distribution within the financial services industry. I am a "sounding board" for new product implementation along with their sales and marketing endeavors.Let me be your Thought Leader. Helping you bring sales and marketing ideas to life.
Listed skills include Business Development, Branch Management, Recruiting, Financial Planning, and 12 others.