Brad Best Email & Phone Number

California, United States

San Diego

Responsible for leading the Cetera Financial Group wealth management educational platform and creating a dynamic program that helps CFG advisors grow their business. In charge of the development and implementation of the Wealth Management University, Wealth Management Summit and WM regional workshops. This includes coordination of designation programs that include Certified Wealth Strategist, Certified Retirement Counselor and Accredited Investment Fiduciary as well as masters-level programs on financial planning, prospecting, sales coaching, practice acquisition and more. Positioned as a shared service across the Cetera Financial Group to serve advisors from multiple broker/dealers.

San Francisco Bay Area

Responsible for managing mutual fund company relationships, selling agreements, on-boarding new funds and driving the growth of E*TRADE’s mutual fund platform, managed product solutions and client channels. Specific duties include:• Managing more than 400 fund family relationships and 7,000 CUSIPs• Head of $18 billion mutual fund business for online and advisor-driven channels• Negotiating fees, terms and conditions of selling agreements with fund families• Working closely with third-party fund distributors (ALPS, Northern Lights, Unified, Quasar)• Oversight of communications to financial consultants, wholesalers and operations• Developed preferred content provider relationships with five leading mutual fund companies• Partnering with marketing, sales teams and fund companies on educational events• Collaborating with Research team on fund conversions, due diligence and fund approvals

Responsible for driving the sales and profitability of the advisory business line through the product management and marketing of NFP's advisory offerings. Product management functions involve serving as the primary liaison for sponsors and internal teams, including operations, compliance, technology, finance and legal for all platform-related initiatives.

San Diego, Ca

Responsible for the creation and project management of all advisory and brokerage sales events, marketing and conference materials to support five fee-based investment platforms, mutual funds, ETFs and alternative investments. Created the MMI award-winning Advisor University program for executing workshops, conference calls, symposiums and more. Increased platform adoption, refined business processes and grew assets under management. • Key liaison with Sponsor Relations, Research, Conference Services and Compliance• Developed three trimester sales campaigns each year with asset management partners• Coordinated program with top business schools (Wharton, Chicago-Booth) to host annual advisory leaders forum• Raised more than $700,000 from mutual fund, annuity and ETF sponsors to fully fund a high-net-worth symposium, research due diligence meetings and 50 regional workshops annually• Oversaw implementation of 800 training sessions attended by 30,000 advisors in 2011.