David Hazelton Email & Phone Number

Uk

I 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.

Uk

Practice 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.

As 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.

TISA'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.

I 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.

A 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.

Starting 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.

Starting as an adminsitrator I moved in to a broker consultant role and was amongst the top sales people when I left.

Business Coaching, Registered Corporate Coach

WABC’s Registered Corporate Coach™ (RCC™) sets the gold standard for business coaching worldwide. RCC™ qualifies me to provide internal.

Education record