Alan Hoffman Email & Phone Number

Guelph, On, Ca

Our company is the solution to the increasingly stringent Continuing Education requirements of FPSC, CAAMP, and FSCO.We respect the time and money of Financial Planning Professionals and Mortgage Professionals alike, as we provide a convenient 2-day symposiums to provide their annual Continuing Education requirements with minimal interference to their working schedule.As VP Marketing, I am responsible for overseeing the total marketing efforts of the company, including our eBlast campaign.Responsible for the event coordination, including venue management, coordination of the guest speakers, and Emcee for the events.Management responsibility of IT and Accounting, includes the reporting and maintenance of our website activities, and reporting of our billing department.The world of business has changed in recent years. It is no longer about the product that you can offer... It is now all about the advice and service that you can provide to your clients. Our Continuing Education Events are designed with this principal in mind.

Strategic Consulting, including business plan & sales strategy development.Responsible for developing and executing marketing initiatives to recruit new Mortgage Brokers to represent the Tax Deductible Mortgage Plan to their clients.Responsible for client presentations online and presenting at public seminars.

Wealth Booster Inc was established as one of the more successful AGAs within the Financial Horizons network.Developed a new sales concept that increased premiums by 3-5 times the normal premium for the mid net worth market. Developed a sales concept to increase sales of GMWB investment products to the almost 40% of total investment sales, our highest proportion of GMWB sales ever. Responsible for hiring and training, developing, and succession planning of advisors

Starting as an individual insurance advisor in 2001, BoosterLink Financial developed into an AGA under the Financial Horizons umbrella with a team of 24 Financial Advisors. Built revenue for the organization from a startup in 2006 to $1.3M in 2 years, and an advisor sales team of 24Responsible for the development of new sales concepts for the advisorsEarned 2007 Elite 30 conference from Financial Horizons, and the 2009 Elite Conference from Industrial Alliance

Provided financial services products, advice, and consultation to a book of business of more than 650 clients Primary responsibility was to sell financial planning solutions to the client base, while providing exceptional customer service. Placed in the top 10 of numerous sales campaigns.