Bobby S. Sahni Email & Phone Number

San Antonio, Texas, United States

Spearheading the launch of Rethink Wealth's San Antonio office, establishing a new hub for financial excellence. Recruiting and developing a team of ambitious financial advisors dedicated to providing exceptional financial planning and wealth management services. Creating a dynamic and supportive environment where advisors can thrive, innovate, and deliver client-centric solutions.Implementing strategic initiatives to drive growth, expand client base, and increase market presence in the… Show more Spearheading the launch of Rethink Wealth's San Antonio office, establishing a new hub for financial excellence. Recruiting and developing a team of ambitious financial advisors dedicated to providing exceptional financial planning and wealth management services. Creating a dynamic and supportive environment where advisors can thrive, innovate, and deliver client-centric solutions.Implementing strategic initiatives to drive growth, expand client base, and increase market presence in the San Antonio area. Providing hands-on mentorship and professional development opportunities to empower advisors to achieve their highest potential.Leading community engagement and financial literacy programs to elevate Rethink Wealth's brand and foster meaningful client relationships. Utilizing advanced financial planning tools and cutting-edge technology to offer clients personalized and comprehensive financial solutions. Ensuring strict adherence to ethical standards and regulatory compliance to maintain the highest level of trust and integrity. Show less

Washington Dc-Baltimore Area

Executive leader partnering with Financial Advisors to increase client acquisition, fee-based planning and annual GDC investment revenue through networking, referrals, client engagements and alliances. I am an exceptional public speaker, know to educate prospects and clients in wealth management, risk mitigation, tax and estate planning. I am the Senior Advisor for the International Association of Firefighters' Wealth Management Initiative (www.iafffc-wmi.com) and responsible to provide… Show more Executive leader partnering with Financial Advisors to increase client acquisition, fee-based planning and annual GDC investment revenue through networking, referrals, client engagements and alliances. I am an exceptional public speaker, know to educate prospects and clients in wealth management, risk mitigation, tax and estate planning. I am the Senior Advisor for the International Association of Firefighters' Wealth Management Initiative (www.iafffc-wmi.com) and responsible to provide investment portfolio and fee-based planning services to 2,600 firefighters in Washington DC.I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 530 Gaither Rd., suite 350, Rockville MD. 20850. I am licensed to sell insurance in: VA, MD, DC, NY, NJ, DE, NC, SC, FL, TX, MA. and securities in VA., MD. Show less

Washington Dc

Initiated the effort to be selected as the premier provider of financial services to 13,000 National Educators Association members in Maryland.Recruited, trained and developed Financial Advisors to increase wealth management assets by $350 million and annual recurring revenue by 270%.Created an inclusive environment of teamwork, loyalty and success to retain 100% of the team during the pandemic.

Washington D.C. Metro Area

Small Business Owner specialist in Executive compensation, deferred compensation., stock options, Executive bonus plans, buy/sell & cross purchase agreements. Recruited Independent Financial Advisors within the Washington DC region to offer financial services offered by OneAmerica and strategic partners. Incorporated fee-based financial planning, fee-based GDC investment revenue and Advice Pay to an open architecture platform

8075 Leesburg Pike Suite 200 Vienna, Va 22182

Top 10 nationally ranked Partner in recruiting, retention and revenue. Opened a new office in Reston, VA to capture market share through sales and growth. Promoted 4 Financial Advisors to Partners.

Houston, Tx., San Antonio, Tx. & Denver, Co.

Management team member responsible for driving Houston, TX to #2 nationally in recruiting, retention and revenue production. Promoted to FVP – San Antonio, TX (2001-2003): hired 37 Financial Advisors and created an environment that led San Antonio from #128 to a #9 nationally ranked office in recruiting, fee-based planning, investments and revenue. Only office in Southwest Region to have 100% of the Advisors over quota. Promoted to FVP – Denver, CO (2004-2006): hired 41 Financial Advisors… Show more Management team member responsible for driving Houston, TX to #2 nationally in recruiting, retention and revenue production. Promoted to FVP – San Antonio, TX (2001-2003): hired 37 Financial Advisors and created an environment that led San Antonio from #128 to a #9 nationally ranked office in recruiting, fee-based planning, investments and revenue. Only office in Southwest Region to have 100% of the Advisors over quota. Promoted to FVP – Denver, CO (2004-2006): hired 41 Financial Advisors that led to exceptional production and a nationally ranked office in recruiting, fee-based planning, investments and revenue. Responsible for creating and implementing Financial Advisor, Staff and Management Training modules to maximize performance. Developed and promoted 16 Ameriprise Leaders: 11 District Managers and 5 Field Vice Presidents. Executive Leadership Council Member on recruiting, developing and retaining Financial Advisors, District Managers and Field Vice Presidents. University of Colorado at Boulder – Career Services Board member Show less