Christopher Ewens Email & Phone Number

St Louis, Missouri, United States

Greater St. Louis Area

Greater St. Louis Area

Town And Country, Mo

Initiated, developed, and presented training for Guidance in the Branch program to over 50 branches across the nation.Provided 1 on 1 mentoring and weekly group coaching sessions to establish branch advice model. Created needs-based, relationship model process aides presented at the regional, divisional, and company-wide level to assist with deepening branch associates' relationships with their clients in the Guidance in the Branch program.

Greater St. Louis Area

Deepen relationships with clients in a high volume, inbound/outbound, phone-based environment using needs-based conversations to understand clients’ financial goals, concerns, and potential weaknesses.Provide solutions to solve clients’ needs through an array of managed programs and RIA relationships.Consistent Achievers’ Club Award winner, Quarterly Guidance Consultant ChampionFoster ongoing relationships with branch representatives and leadership to increase both quantity and quality of referrals through one-on-one coaching, divisional conference calls, regional presentations, and company-wide publications.

St. Louis, Mo

Provide holistic investment solutions to clients including review of banking, mortgage, retirement, and insurance needs. Partner with other lines of business to satisfy clients' financial needs and drive referral opportunities. Proactively profile clients through outbound and inbound calls with a the goal of growing and deepening the client relationship.

Northridge, Ca

Represented over 30 manufacturers and their products (i.e. Maglite, Zippo, Coleman, Danielson) to distributors and retailers in a 4 state sales territory including MO, IL, KS, and AR.Interacted with clients at the wholesale level to provide sales support and product education to buyers and their staff.Act as representative of manufacturers at national buying shows such as Nation's Best Sports and Sports Inc.

Design financial solutions for individuals and business owners using a variety of investment products ranging from stocks and bonds to UITs and annuities to meet their needs.Tailor strategies to a client's unique situation to provide tax-efficient, guaranteed streams of income during retirement.Build and maintain a network of tax and legal professionals to help clients reduce estate taxes and asset transfer costs, as well as provide an ongoing reciprocal referral environment.Oversee multiple portfolios of investments and fund managers through the use of an extensively traded managed platform.

Using a long term strategy of "buy and hold," offer a range of financial products and guidance to clients as a means to achieve their financial goals.Analyze each individual's unique situation to provide a highly customized level of planning and ongoing service to assist with both current and future financial needs.