David Hazelton Email and Phone Number
David Hazelton work email
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David Hazelton personal email
With over 35 years’ experience of working with financial advisers and wealth managers, I remain passionate about helping wealth managers achieve their goals by helping them grow and continue to evolve their businesses. I can offer support to individuals, groups of individuals and companies and do this in three simple steps: -►Understand you, your clients, your business and your goals►Develop a long-term strategy, business plan and key action steps►Help you to monitor progress and deliver your business strategy, thereby achieving your personal goalsAs a qualified business coach I work with successful businesses to help them continue their growth path.I work with owner managed entrepreneurial wealth managers, running boutique practices with an emphasis on private clients. I am familiar with the challenges and obstacles that investment individuals and companies face and want to help UK based wealth managers to continue to grow. At the core of my solution is the Raymond James Practice Intelligence programme focusing on 4 key areas: 1) Market and Connect2) Plan and Invest3) Review and Delight4) Refine Your PracticePlease connect with me to find out more.
Raymond James Investment Services
View- Website:
- rjis.co.uk
- Employees:
- 247
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Business ConsultantNotlezah Consulting Jun 2019 - PresentUkI work with busy small to medium sized businesses, whose directors are actively involved in the day to day running of the business. They are fully occupied in the business and find it difficult to find the time to lift themselves out of the business to work on the business. I help them connect with their personal goals and develop strategies that ensure the business can develop and grow in line with their ambitions.
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Manager Practice IntelligenceRaymond James Investment Services Nov 2017 - PresentUkPractice Intelligence is Raymond James' practice management solution, with a wealth of resources to help wealth managers grow their businesses. I work with Raymond James branch principals to help them achieve their personal and business goals. The four key areas of support are Market and Connect, Plan and Invest, Review and Delight and Refine Your Practice.
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Head Of Business DevelopmentRaymond James Investment Services Jun 2006 - Nov 2017As Head of Business Development, I am responsible for the business development strategy as well as managing the business development team. My department identifies new growth opportunities and works to expand the number of wealth managers working with Raymond James.
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Chair - Distribution Advisory CouncilTax Incentivised Savings Association (Tisa) Nov 2009 - May 2014TISA's mission is to bring the UK financial services savings industry together to promote collective engagement, to deliver solutions and to champion innovation for the benefit of citizens, our industry and the nation.As Chair of the Distribution Advisory Council I was responsible for encouraging the sharing of best practice, identifying industry-wide distribution issues and championing appropriate solutions.
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Head Of Financial PlanningDexia Mar 2004 - May 2006I was responsible for providing financial planning advice to the private clients of the bank, working in conjunction with my investment management and private banking colleagues. I was also responsible for the launch of structured products to UK based clients. -
Sales DirectorSelestia Jan 2001 - Feb 2003A main board director, I was responsible for recruiting the sales team, working with the Marketing Director to develop the proposition and helping to build the business from a start-up situation. My day-to-day responsibility was to recruit and manage a twelve man sales team and deliver the sales targets. -
Deputy Sales DirectorZurich Insurance Company Ltd Sep 1984 - Jan 2001Starting as a broker Consultant, I progressed through the IFA sales management structure as Branch Manager (City), Area Manager, Area Sales Director and finally Deputy Sales Director. Along with my senior colleagues from Allied Dunbar, Eagle Star and Zurich Life I was responsible for the successful merger of the three sales teams of those companies to build the successful ZIFA sales team. -
Broker ConsultantEquity And Law Apr 1974 - Sep 1984Starting as an adminsitrator I moved in to a broker consultant role and was amongst the top sales people when I left.
David Hazelton Skills
David Hazelton Education Details
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Worldwide Association Of Business CoachesRegistered Corporate Coach -
Beckenham And Penge Grammar School
Frequently Asked Questions about David Hazelton
What company does David Hazelton work for?
David Hazelton works for Raymond James Investment Services
What is David Hazelton's role at the current company?
David Hazelton's current role is Business Consultant.
What is David Hazelton's email address?
David Hazelton's email address is da****@****rjis.co
What schools did David Hazelton attend?
David Hazelton attended Worldwide Association Of Business Coaches, Beckenham And Penge Grammar School.
What are some of David Hazelton's interests?
David Hazelton has interest in Outside Of Work.
What skills is David Hazelton known for?
David Hazelton has skills like Investments, Wealth Management, Portfolio Management, Business Development, Financial Services, Investment Management, Financial Advisory, Strategic Financial Planning, Financial Planning, Wealth Management Services, Pensions, Management.
Who are David Hazelton's colleagues?
David Hazelton's colleagues are Julliet Ngodoki, Len Colombo, Benjamin Clark, Leanna Romano, Suki Sandhur, Jim Case, Alan Null.
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David Hazelton
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