Ben Willenbecher Email & Phone Number

Pennsylvania, United States

I started in the Financial Services industry 30 years ago. I loved helping people define and achieve their goals. Now I do that for RIA firms in the money management industry. In my 22 years with Fisher Investments, I helped grow our firm from a $5B asset manager to a $250M business with 5000 employees and true global reach. It was a great ride. Now I help smaller RIA firms grow their businesses exponentially while maximizing value for an eventual transition. I also believe that employees are what drive this incredible transformation. Creating a culture that creates a happy healthy environment is crucial to success. Grow your firm with less effort. Let's get started.

Greater Philadelphia

Responsible for the growth and expansion of market share for Fisher Investments Private Client Group. Oversee new business development and client servicing for the Mid-Atlantic region. Assess relative positioning in marketplace and track global market, industry, and competitor trends. Analyze data to introduce strategic insights and market intelligence to add value to decision making process. Initiate processes, procedures, and policies to drive business expansion and revenue growth. Mentor new and current Vice Presidents on domestic and global sales techniques. Apply due diligence to plan deal execution, post-acquisition transitions, and integration efforts to streamline M&A activities. Design calling scripts, draft earnings releases, and write talking points for CFO and CEO. • Researched and secured over $100M per year in investment opportunities to safeguard continued business growth and expansion; achieved $2B in asset growth.• Galvanized new business and client onboarding for Mid-Atlantic region; steered activities that grew corporate business from $5B and 300 employees to $220B and 5000 employees. • Facilitated training and personal development for top performing sales leaders; elevated average annual sales from $35M to $100+M per salesperson annually. • Crafted corporate messaging to clients during periods of financial crisis to boost client retention; Client retention was above 90% during the 2007-2009 financial crisis.• Formulated and developed financial planning department from scratch; Every Private client now receives a personal financial plan. This helped grow client retention to 98%.• Pioneered International PCG division sales department and grew team to 125 personnel; Performed annual sales training to continue development. Sales force now bringing in over $2B annually to contribute to overall company growth.

Master Of Business Administration - Mba, Finance

Certified Financial Planner Cfp

Bachelor Of Science - Bs, Economics

Activities and Societies: Men's soccer Alpha Sigma Phi