Chad Crabill, Fic, Cka, Bfa Email & Phone Number

Arkansas, United States

Creating community and simplifying lives by helping our clients clarify and achieve what's most important to them. I work with a select group of individuals who wish to plan for retirement, are in retirement, or own businesses that would like full service holistic planning that is unbiased. Our process is efficient and seamless. My team and I provide.

Little Rock, Arkansas, United States

• Assisted with creating and influencing application of enhanced financial planning framework that brought best-in-class client experience. Demonstrated expertise in all aspects of framework, from introduction and client.
• Facilitated and coached to planning platform, illustrations and software tools, increasing efficiency and time management for advisor practices, which accelerated profitability.
• Conducted 1-to-few and 1-to-many training sessions with administrative support teams and advisors, raising MGP adoption and advanced usage with experienced advisors.
• Performed 1-to-few and 1-on-1 training sessions with new advisors, boosting MGP usage by 75%.

Little Rock, Arkansas, United States

• Trained and coached new financial representatives within South Regional Office. Developed and applied training curriculum to achieve productive results. Assisted corporate team by presenting at national training events.
• Analyzed new advisor production metrics to report to Group Vice President, determining presence of production gaps and bringing development resources to address.
• Empowered Group Vice President with performance data, assisting with advisor coaching.

Louisiana, Mississippi, Southern Alabama, Memphis, Little Rock

• Guided and supported team of new and experienced financial advisors to achieve performance results and drive capacity growth, sales, and client engagement. Recruited and launched top talent into meaningful careers with.
• Boosted annual sales from $800K to $1.7M through market trend response, new product training, enhanced business planning and new marketing tactics with advisors.
• Increased net capacity by 13% by hiring and launching top talent with increased activity and participating in joint appointments with new advisors and prospective clients.
• Earned Annual corporate recognition from 2013 to 2017 by ranking in top quartile of over 120 Partners nationwide.
• Received Brian H. Early Frontline Excellence Award from GAMA International in 2016 by ranking #1 Partner nationwide.

Little Rock, Arkansas Area

• Created and implemented training programs and assisted with career development of Financial Associates within South Regional Office.
• Provided reporting metrics and performance data to Managing Partner and Partners, facilitating evaluation and implementation of learning and educational needs of advisors.
• Launched Salesforce CRM from LOTUS, resulting in 100% adoption by advisors and staff.

Little Rock, Arkansas Area

• Functioned as sales professional dedicated to serving clients and providing educated analysis to allow informed decisions about financial clarity.
• Qualified for Steps to Success by achieving first-year high production performance.