In addition to all of the responsibilities outlined in the Vice President of Practice Management Role, I also coached and consulted with financial advisors to develop business plans, including ongoing follow-ups to monitor progress, and determine resources needed to reach goals.

As head of practice development, I partnered with financial advisors, product managers, corporate marketing, and the Ziegler management team to foster business growth for individual financial advisors with consistent focus on key corporate goals.I am a strong proponent of the opportunities that social media provides to financial advisors. Since 2009, I worked with Ziegler’s compliance, technology, legal and human resources associates to bring social media access to Ziegler advisors, making the firm an industry leader in adopting social media for financial advisor use. I have spoken at multiple SIFMA events, social media conferences and LinkedIn webinars. I’ve also been a go-to resource on the topic of Social Media for Financial Advisors for publications such as Investment News, OnWallStreet, and the Wall Street Journal.Key responsibilities as SVP of Practice Development:• Worked with financial advisors to incorporate CRM (Salesforce), Practice Management (PriceMetrix), Financial Planning (MoneyGuidePro). Research (Morningstar) and other tools into their practice.• Provided specific sales and service ideas for financial advisors.• Assisted advisors in identifying sales and prospecting opportunities and defining their client experience.• Coordinated and managed training program for financial advisors.• Helped financial advisors identify marketing opportunities. Worked with individual financial advisors, and branch managers to develop marketing strategies. Assisted with execution.• Instrumental in developing firm wide social media policy and strategy. Trained financial advisors on the use of social media within their business.• Coordinated with marketing and investment banking to facilitate distribution of Ziegler-underwritten product.Broad, in-depth knowledge of the retail financial-services industry with sales focus. Strong communicator, at ease as a public speaker. Extensive experience with seminar and event management.

As Vice President, Marketing and Communications, I was responsible for developing multi-channel marketing strategy and content for Ziegler’s Wealth Management and Alternative Investments Groups.• Brochures• Advertisements• Press Releases• Seminar and Event Invitations• Seminar Presentations• Recruiting Materials• Website o In 2007-2008, I was project manager for a complete redesign of Ziegler.com. I was the content provider for all Ziegler Wealth Management and Alternative Investments Content. o The re-launched www.Ziegler.com was awarded the 2008 WebAward for Outstanding Achievement in Web Design.