Danny L Cook, Cfp®, Apma®, Crpc® Email & Phone Number

Minneapolis, Mn, Us

Greater Minneapolis-St. Paul Area

• In charge of transition management; providing recommendations and consulting with experienced advisor recruits, their staff and field leadership to complete the on-boarding process • Responsible for building and maintaining an effective team, seeking opportunities to provide an even better on-boarding experience while uncovering areas to ramp-up advisor business• Responsible for maintaining a thorough understanding of the firm's products and those of our competitors• Project management work designed to enhance the on-boarding experience while creating an ease of doing business for back office operations • Accountable for effectively applying product and business knowledge to recruiting efforts• Corporate Registered Principal

Greater Minneapolis-St. Paul Area

• Responsible for growth of the complex through experienced advisor recruiting and training• Assisted with due diligence and analysis for TAMPs, SMAs and brokerage platforms• Performed supervision for the Broker Dealer• Project management that led to desired goals of enhancing back office operations • Acted as a coach and mentor for financial advisors in order to drive results• Worked with the business to understand and define business rules and processes that met goals and objectives and maximized the value propositionRegistered Principal of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

• Administered and provided specialized support to advisor practices to innovatively and successfully prepare them for organizational and technological advances• Led and assisted in business-driven process improvement initiatives • Interviewed and trained new hires while tracking progress• Drove the development and delivery of concept designs, business requirements, concept models and prototypes of new and improved capabilities that drove desired business outcomes• Built and maintained a strong business unit relationship, resulting in deep expertise and insight

• Built and managed a clientele; based on a financial planning relationship• Created, implemented and conducted in-depth reviews of complex financial circumstances with multifaceted analysis and projections that met established objectives• Served as advisor coach for targeted career changers• Developed and maintained effective business relationships with wholesalers, vendors and key business partners

Greater Minneapolis-St. Paul Area

• Managed a small business with ten direct reports • Interviewed, trained and mentored new hires while tracking progress• Managed all client and vendor relationships• Assisted clients with goals and objectives, while tracking progress• Responsible for managing P&L statement