Bryan Bruce Email & Phone Number

Ann Arbor, Michigan, Us

- Responsible for the day to day operations of the firm- Led transition team - successful transition from Sigma/SPC to Cetera/Carson - Assure all compliance requirements were in good standing (oversaw 2 successful compliance audits)- Develop marketing programs that raised over $60 million in new assets from 2021 to current- Qualify and onboard new clients- Oversee social media and community involvement campaigns that bring awareness to the firm

Ann Arbor, Mi, Us

- Created curriculum and materials for practice management program to be introduced to over 1000 advisors within Sigma Financial and Parkland Securities broker dealers.- Helped advisors create marketing programs, build business plans and implement business models that were more efficient and led to greater profitability.- Identify underperforming books within practices and implement processes according to the needs and goals of the advisor.- Determine measurables and track progress to identify profitability and efficiencies introduced to the advisors.

Bloomfield Hills, Mi, Us

• Responsible for the oversight and management of 12 Regional Sales Managers (RSM’s) in the Eastern half of the United States.• Help RSM’s learn product and develop sales ideas and presentations for education of financial advisors in their respective territories.• Assist Flexible Plan management team in the development of timely sales ideas and presentations for internal and external use.• Monitor and manage minimum expectation requirements for external sales force.• Manage and moderate challenges between field representatives and management.• Work with specific key account relationships to assure that they are current on our portfolios and strategies. Help them to understand the Flexible Plan platform and how our offerings can help their respective advisors build their books of business

Finance And Financial Management Services

College Prepatory