•Drove adoption of Northwestern Mutual’s Financial Planning Services program, a paid subscription service provided to Financial Advisors•Increased subscriber base by 300% in 2018•Provided consultative sales guidance to financial advisors under a comprehensive financial planning framework•Coached advisors around financial planning and investment concepts to foster impactful and actionable delivery of advice•Increased investment production amongst a select group of advisors by nearly… Show more •Drove adoption of Northwestern Mutual’s Financial Planning Services program, a paid subscription service provided to Financial Advisors•Increased subscriber base by 300% in 2018•Provided consultative sales guidance to financial advisors under a comprehensive financial planning framework•Coached advisors around financial planning and investment concepts to foster impactful and actionable delivery of advice•Increased investment production amongst a select group of advisors by nearly 200%•Facilitated internal training for financial planning software to high-profile consulting teams across the organization•Cultivated relationships with agency leadership to promote Northwestern Mutual’s financial planning and investment initiatives•Developed working partnerships with internal stakeholders to enhance and evolve client engagement Show less

•Consulted with large financial institutions achieving a 100% retention rate on over $13 million in revenue for SaaS-based financial planning software from 2014-2016•Developed and implemented a Relationship Scorecard for Advicent’s subscribers addressing at-risk partnerships and collaborated across the organization to build action plans for resolution•Implemented a client satisfaction score through the use of Net Promoter Score•Collaborated with C-Suite executives through “Innovation… Show more •Consulted with large financial institutions achieving a 100% retention rate on over $13 million in revenue for SaaS-based financial planning software from 2014-2016•Developed and implemented a Relationship Scorecard for Advicent’s subscribers addressing at-risk partnerships and collaborated across the organization to build action plans for resolution•Implemented a client satisfaction score through the use of Net Promoter Score•Collaborated with C-Suite executives through “Innovation Events” to develop and implement custom digital strategies to fit their vision•Cultivated existing client relationships driving over $5 million in new enterprise contracts in Q1 and Q2 of 2016•Spearheaded the response to RFP’s in the enterprise vertical and achieved 100% success in driving•Advicent’s software suite to final presentation•Partnered with Advicent’s enterprise sales team as a technical resource to identify business issues the •NaviPlan software suite could solve•Identified specific integration points to improve efficiency of business process and plan delivery•Facilitated live product training and best practices consulting to over 1,000 top producing financial advisors and C-Suite Executives•Presented at industry trade shows and client conferences for Advicent’s largest clients•Coached colleagues on presentation skills, development of training/adoption/implementation plans, and financial planning concepts•Collaborated with product directors to establish a roadmap for company and product initiatives as they relate to existing clients•Key Clients: Morgan Stanley, US Bank N.A., Northwestern Mutual, MassMutual, USAA, Robert W. Baird & Co, FifthThird Bank, Johnson Bank, and Ameriprise Show less

• Consulted clients on tax efficient exercise and divesture of compensatory stock options incorporating legacy planning and charitable giving strategies. • Pursued new business relationships through various prospecting methods including cold calling, professional networking, and volunteer work. • Implemented a tiered client service matrix for A, B, & C clients based on firm best practices centered around a consultative approach to the delivery of advice. • Facilitated quarterly… Show more • Consulted clients on tax efficient exercise and divesture of compensatory stock options incorporating legacy planning and charitable giving strategies. • Pursued new business relationships through various prospecting methods including cold calling, professional networking, and volunteer work. • Implemented a tiered client service matrix for A, B, & C clients based on firm best practices centered around a consultative approach to the delivery of advice. • Facilitated quarterly client and prospect seminars in an effort to strengthen existing client relationships and drive referrals. • Utilized financial planning principles and NaviPlan software to develop custom financial plans and asset allocation strategies for prospects and clients. Show less