Practice Development Specialist
Greater Los Angeles
As the Practice Development Specialist, I align the sales goals of the firm to maximize the sales goals of each individual advisor. I manage all activities that support the integration of business technology tools and the sustainment of all CRM platforms in championing Change Management. Integration includes incorporating the suite of tools into all aspects of our agency internally, and into our advisor's business model, training, and communication. In addition to driving adoption, training, and serving as the primary contact for practice management, business technology tools and strategies; I consult with advisors to develop their goals in relation to business technology tools while ensuring they help grow their practice. With the focus on growth and the integration of business technology tools into firm workflow and advisor practices, I effectively manage the firm’s and advisors’ practices in action planning, evaluation and sustainment to support the firm and each advisor in reaching their goals.