I am a former financial advisor on a mission to redefine how financial planning firms andadvisors succeed.What I do:● As a consultant, I help $2BB+ advisory firms evolve next-level success strategies and retaintop talent.● As a coach, I work with entrepreneurial financial advisors to define their brand, focus ongrowth, and optimize social media to reach more ideal clients.● As a leader, I believe that there are 3 drivers of team success: empowerment, innovation, andgratitude.Why it matters:The training and development techniques that worked in the past simply aren’t effective forMillennials and Gen Z advisors. Financial planning firms and individual advisors must adapt andchange how they do business.Who I am:The drive to help others succeed is in my DNA.Raised in a middle-class household, I knew at an early age that I wanted to re-define success for mygeneration of the family. Making money was a big motivation — but knowing how to put money towork was my main goal. That’s why I chose to become a financial advisor. And I’ve never looked back.I’m a compulsive learner, the guy who cares the most, and one of the hardest workers you will evermeet. I love nothing more than acquiring layers of life-enhancing knowledge – from social mediastrategies to self-actualization – and sharing it to help others grow and succeed. My most treasuredmoment is watching a financial advisor fall in love with the business again.I am equally committed to my own mind and body fitness — and to intentionally spending qualitytime with family and friends.If I can be of service, I’d be happy to chat. Copy and paste this into your browser:www.calendly.com/daviddecelle/15 to set up a call.
Listed skills include Strategy, Time Management, Customer Service, Sales, and 16 others.
