Chris J. Gaddis, Mba I Business Strategist Email and Phone Number
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As a Business Strategist, I am passionate about empowering financial professionals to not only succeed but thrive in their careers. With a wealth of experience in the industry, I have dedicated myself to being a trusted resource and mentor for those looking to maximize their potential in the financial services sector.What I Offer:Comprehensive Training: I provide top-tier training programs designed to equip financial professionals with the knowledge and skills necessary to excel in their roles. From industry-specific expertise to effective sales techniques, my training programs cover it all.Support and Guidance: I understand the challenges that financial professionals face in a constantly evolving market. I offer ongoing support and guidance to help them navigate through these challenges, make informed decisions, and seize opportunities for growth.Access to Solutions: Through my extensive network, I offer access to a wide range of reputable carriers and financial products. I help professionals identify the best options to meet their clients' needs and achieve their business goals.Lucrative Compensation: I am committed to helping financial professionals maximize their earning potential. I work closely with them to create customized compensation plans that reward their hard work and dedication.Marketing Services: I offer strategic marketing services tailored to the financial services industry. Whether you need assistance with branding, lead generation, or digital marketing, my team can help you create and execute effective marketing campaigns to grow your business.Becoming Business Owners:One of my primary goals is to help financial professionals transition from being salespeople to successful business owners. I provide insights, strategies, and mentorship to help them build their own thriving practices, giving them the autonomy and control they desire.Let's Connect:I am always open to connecting with fellow financial professionals, aspiring business owners, and anyone interested in the financial services industry. Whether you're looking for guidance, support, or simply a conversation about industry trends, I'm here to help. Let's connect and explore how we can collaborate to achieve your goals.If you're ready to take your career to the next level and transform into a successful business owner in the financial services industry, let's start the conversation today.
Gp Agency Brokerage
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President/Managing PartnerGp Agency Brokerage Mar 2017 - PresentRaleigh, North Carolina, UsRepresenting over 60 carriers in the Group and Individual markets and over 3,000 agents, GP Agency has a 50+ year history of providing our agents exactly what they need to take their business to the next level. When you’re working with us, you’re not just dealing with one person—you’re dealing with an empowered team of professionals whose job is to take care of you and your clients. We want you to succeed, so we offer concierge-level support—a team of professionals who are industry experts. We have access to the top carriers in the country so whether you’re looking for a particular type of coverage or a specific carrier, we can help find what you need.Experience includes Tidewater Financial Group which was merged into GP Agency upon acquisition in Oct of 2022.
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Co-FounderCapstone Health & Wellness Mar 2020 - PresentCapstone Health and Wellness is a proprietary section 105 plan. Prioritizing preventative health and wellness with a comprehensive health management program. Capstone Health and Wellness does not disrupt or replace any Major Medical Plan. It is an enhancement of your current benefits plans for qualified employeesCapstone Health and Wellness is at no Net Cost for the employer and employee. The plan addresses Recruitment, Retention, and revenue concerns that employers have. We focus on health before it becomes a health insurance issue. -
PartnerGbph Oct 2021 - PresentBuy, Sell, and Hold Real Estate Assets.
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Financial PlannerMassmutual Jan 2016 - Sep 2017Springfield, Massachusetts, UsAs they say, the only constant in life is change. Effective July 1, 2016 Metlife Premiere Client Group was Merged with the MassMutual Financial Group. This opportunity provided me the ability to join another great company that is committed to evolving in an ever changing industry. As such, my drive to bring the best service and product line up to my customers has been enhanced greatly. I will continue to focus my efforts of delivering on my promise to be a holistic financial planner that will work diligently with my clients to build a tailored financial plan that they can be confident in. It’s my mission to help families and small business owners navigate their financial journey and allow them to be present during life’s important moments. Using a holistic approach to Financial Planning I worked closely with my clients to build a tailored financial plan. While I work with I number of individual clients, I also specialize in Business Owner and Executive benefits and planning. Licensed for all product lines including Securities, Life & Home and Auto. I am licensed to sell insurance in: NC, SC and NY. I am licensed to sell securities in: NC, SC, PA, and NY. I am a registered representative of and offer securities and investment advisory services and financial planning through MSI Financial Services, Inc. member SIPC (www.sipc.org). 11215 N. Community House Rd, Woodward Building Suite 100, Charlotte, NC 28277, 980-365-7215. MassMutual Financial Group is a marketing designation (or fleet name) for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives. MassMutual refers to Massachusetts Mutual Life Insurance Company.”Metlife was purchase by MassMutual Financial Group and this Merger was effective July 1, 2016. -
Personal Financial RepresentativeAllstate Financial Services, Llc Jun 2012 - Jan 2016Lincoln, Ne, UsA full service financial services firm that specialized in the accumulation and protection of wealth. We work with individuals and business to help them realize their financial goals.During my time at Allstate I worked with 6 Allstate Agencies in the Rock Hill/York/Fort Mill area. I worked within the Allstate Agency to provide financial services to their clients. Some of the highlights of my time at Allstate is being nominated as "Rising Star EFS" in my first year at Allstate. I was also honored by qualifying for MDRT, Million Dollar Round Table.My responsibilities included working closely with my Agent partners to ensure they met their overall agency goals as well as earn recognition for production levels. In my 4 years at Allstate my agents never missed a recognition level due to my results. I was also able to build a team consisting of sub producers and staff to help manage these relationships. Managing the Agent relationship as well as serving their customers on a daily basis was a juggling act working with the number of Agents I worked with. It required organization and follow-up to be successful, and my success while there is something I am very proud of in my career. -
Host Of Money TrainWiox 91.3 Oct 2010 - Feb 2012A weekly, hourly talk radio show about all things financial. We dissect the news of the day, speak with experts, authors, bloggers, and any others. Aired every Wednesday at 9am on WIOX 91.3 FM.
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Department Manager - Trust Officer & Financial ConsultantNbdc Financial Services - Nbdc Bank Sep 2008 - Dec 2011I was duly employed as a Trust Officer and Financial Consultant. While employed here I created a full services Financial Services program that serviced the six branches of this bank. During my time running the Trust Department and Financial Services program the bank realized growth in these areas of well over 50% in both income and assets. They were also able to offer a wide variety of Financial Products that enhanced the client service experience overall.Some of my other responsibilities in this posoitions included:- Started bank financial services program and oversaw implementation and growth- Sat on many boards and committees as the Administer of a number of trusts in the area- Provided fiduciary and estate services to individuals and institutions- Sold wide range of financial products to both individuals and businesses- Responsible for tracking and review for annual budget projections- Managed a $15 Million portfolio and Co-Managed the banks $100 Million Portfolio - Achieved first year growth of 25% in assets & income - Cumulative 50% growth in under 3 years
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Associate Financial AdviserAmeriprise Financial Services, Inc. Jun 2003 - Sep 2008Minneapolis, Mn, UsFinancial Adviser responsible for sales and business development. Responsible for all client appreciation and marketing events. Co-managed over $55 million in assets and responsible for all financial plans that were written.My greatest achievement while in this position was created an Insurance sales tool that doubled sales in one year. This program helped state employees close a loop hole in their state retirement plans. This program was noticed by our home office and later adopted in our state and then nationally using State sponsored, Defined Benefit plans. -
Student InternUbs Jan 2006 - Feb 2006Zurich, ChDuring my Senior year of college I took the opportunity to complete a student internship with UBS Manhattan, NY. During this time I served as an assistant to the Financial Adviser. Responsibilities included preparing client service meeting materials, researching investment choices, and completing securities litigation paperwork.
Chris J. Gaddis, Mba I Business Strategist Skills
Chris J. Gaddis, Mba I Business Strategist Education Details
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Empire State UniversityBusiness Administration With Concentration In Finance -
Keuka CollegeManagement With Concentration In Entrepreneurship
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Alfred State College - Suny College Of TechnologyBanking And Financial Services
Frequently Asked Questions about Chris J. Gaddis, Mba I Business Strategist
What company does Chris J. Gaddis, Mba I Business Strategist work for?
Chris J. Gaddis, Mba I Business Strategist works for Gp Agency Brokerage
What is Chris J. Gaddis, Mba I Business Strategist's role at the current company?
Chris J. Gaddis, Mba I Business Strategist's current role is Helping Financial Professionals Protect, Scale, Grow, and Exit their most Important Asset...Their Business..
What is Chris J. Gaddis, Mba I Business Strategist's email address?
Chris J. Gaddis, Mba I Business Strategist's email address is c.****@****ate.com
What is Chris J. Gaddis, Mba I Business Strategist's direct phone number?
Chris J. Gaddis, Mba I Business Strategist's direct phone number is +180381*****
What schools did Chris J. Gaddis, Mba I Business Strategist attend?
Chris J. Gaddis, Mba I Business Strategist attended Empire State University, Keuka College, Alfred State College - Suny College Of Technology.
What are some of Chris J. Gaddis, Mba I Business Strategist's interests?
Chris J. Gaddis, Mba I Business Strategist has interest in Politics, Children, Education, Economic Empowerment.
What skills is Chris J. Gaddis, Mba I Business Strategist known for?
Chris J. Gaddis, Mba I Business Strategist has skills like Alternative Investments, Estate Planning, Financial Advisory, Series 63, Fixed Annuities, Pensions, Insurance, Retirement Planning, Financial Planning, Start Ups, Portfolio Management, Iras.
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