Brody Luebkeman Email & Phone Number

San Diego, CA, US

United States

For financial planning firms in need of next-generation advisors. Your outsourced hiring, training, and retaining solution.

• I write words for financial folks:
• Ghostwriting social media posts
• Blog posts
• Sales page copy
• Newsletters
• Ebooks

I met with firm owners to understand who they are and what they look for in an ideal next hire. And then I would screen top candidates looking for their next dream job. Every job is 100% virtual.

San Francisco Bay Area

San Francisco Bay Area

Serving on a 21 person board as the Director of NexGen advisors. Connecting and developing both younger advisors and career changers looking to enter the financial planning industry. Creating events throughout the year to facilitate community and educate members on current industry topics. If you are looking to become a wealth advisor, need someone to walk.

Supported the development and growth of the Pencil Pirate community and e-course.Acted as Community Manager, Copywriter, and Project Manager with the following outputs:- Newsletter creation and management- Community onboarding and management- Video editing- Social media management and asset creation- Pencil Pirates promotion on social media

Cerity Partners has merged with Worldview Wealth Advisors.Assisted team in 54% revenue growth between 2020 and 2021 by qualifying prospects, onboarding new clients, and consolidating outside assets from existing clients.Worked with inbound and outbound professionals spanning six continents seeking experienced guidance in their personal financial lives most.

San Francisco, California

Worldview Wealth Advisors has merged with Cerity Partners.Worked with inbound and outbound professionals spanning six continents seeking experienced guidance in their personal financial lives most firms cannot deliver. With over 130 client households living inside and out of the United States, I acted as an air traffic controller for international families.

Eugene, Oregon

As a member of Retirement Planning Group, LLCPartnered with families and individuals with a team of financial planners by developing customized financial plans focused on bridging the gap between the accumulation and distribution phases of life. Built investment plans with third party asset managers based on individual risk tolerance and time horizon..

Eugene, OR

As a member of Retirement Planning Group, LLCSupported a financial advisor who is known as an expert in the Oregon PERS retirement process for the last 30 years. Built 200 in-depth retirement illustrations, financial models, and proposals of investment vehicles for VIP clientele to better analyze their unique situation and discover opportunities for.

San Ramon, CA

Prepared client folders with account statements, retirement reports, and proposals for two top financial planners within our firm. Created tracking systems of meetings for review and accountability during weekly team meetings. Reached out to prospective and current clients to schedule review meetings with success.

San Ramon, CA

Worked directly for the Managing Director of Sagemark Consulting/Lincoln Financial Advisors. Partnered with management to facilitate and execute projects to improve work experience for premier financial planners within the firm. Developed a useful file management system for the Managing Director and assisted with any other special projects as requested.

San Ramon, CA

As a member of Sourjohn-Kim Retirement SolutionsServed as a gatekeeper for our team by directing calls to financial planners and answering client questions regarding their accounts. Prepared paperwork for transfers, rollovers, and distributions. Coordinated communication with third party administrators to ensure clients received excellent service.

San Ramon, CA

Actively supported over 25 financial advisors in our San Ramon office and throughout California. Built financial reports in a timely manner including Morningstar, Social Security Analyzer, and Fiserv Retirement Illustrator. Successfully scheduled meetings for advisors with a set-to-reach ratio above 70%. Enthusiastically sought out additional work and.

Danville, CA

Diligently worked with new and repeat guests to ensure all of their coffee needs were met with accuracy. Focused on exceeding expectations of managers by successfully up-selling products and maintaining an excellent level of store cleanliness. Anticipated needs of guests and fellow teammates through strong relationship building skills.

Costa Mesa, CA

Worked directly with Director of Development on five multi family and single family residential communities in Orange County and Los Angeles. Oversaw teams of five to ten consultants from initial stages of a new community through completion. Built key relationships with city employees in order to expedite construction plan approval and building permit.

Costa Mesa, CA

Assisted our merchant development, infill development, land acquisition, land development, marketing department, and design studio on a variety of projects learning as much as possible about the company as a whole. Worked under the Vice President of Merchant Development on budget review, a solar panel survey, homeowner resolutions, and meeting setups. My.

San Diego, CA

Developed design goals and ensured they were achieved. Designed and created a brochure to inspire and inform which was distributed to 2,200 students on campus. Edited our Facebook page, website, and mobile website, posting stories and photos of our activities. Brought in new ideas of what would work best to advertise and promote Student Ministries on.

San Diego, CA

Planned and successfully executed events for between five and 50 students, faculty, and community members. Partnered with PLNU International Ministries department and Lazarian World Homes bringing 50+ students, staff, faculty, and alumni to build a church in Mexico over spring break. Worked under the Director of the Center for International Development.

San Diego, CA

Met weekly with Director of Community Ministries, three Student Ministries Directors, and Student Ministries intern to plan meetings for student ministry leaders. Managed team of student leaders of six homeless ministries through weekly meetings and fun quarterly outings. Spoke to 1,800+ members of the PLNU community during Student Ministries chapel.

San Diego, CA

Worked alongside president/founder and executive director. Wrote and mailed letters of support to San Diego public, private, and charter elementary and middle schools for the Restore Leadership Academy in Gulu, Uganda.

Danville, CA

Store Manager observed the way I interacted with people and would not allow me to have any more coffee until my application was in. Hired on the spot and at a higher pay rate than standard. Was told "you can teach a monkey to make a mocha, but you can't teach them customer service." Received drink orders from guests, ensured store was cleaner than.

Master Of Science - Ms, Financial Planning

Bachelor Of Arts - Ba, International Development, Public Relations

Graduate Certificate, Financial Life Planning