I have spent my entire career, over forty three years, in financial services. I believe passionately in the good that financial advisors do and love helping them do the important work they do in ways that not only serve their clients better but give them the professional satisfaction that is at the core of what top advisors seek. I have been in the unique position to hire, manage, recruit and train some of the top financial advisors in our industry. Now as a coach to advisors, I can draw on that experience and be a conduit to pass on those best practices to other advisors who are striving to build world class businesses helping them to avoid the mistakes others before them have made while emulating the successes.
Listed skills include Financial Services, Securities, Leadership, Strategic Financial Planning, and 5 others.