Director
St. Louis, Mo, Us
Director level position assisting a wide range of complex firm initiatives.Provided strategic direction of employer and individual retirement, estate planning and insurance strategies, tax guidance, and developed products, strategies, communication, and training resulting in significant business to Edward Jones and its financial advisors. Key results: Development and marketing of Edward Jones Owner K and Owner DB plans - From launch, 0 plans, $0 assets to > 10,000 plans, >10% market share, and > $1 Billion AUC in 5 years. Marketing strategies that communicated client guidance (examples include "Pail, Bucket, Barrel" to convey plan selection to both advisors and clients, Roth Conversion and Tax Diversification Strategies). Developed training programs delivered in-person, online, and thru webinar. Ranged from short, targeted sessions to multi-day programs, with topics from comprehensive goals-based financial advice, to specific issues, including individual and employer-related retirement, business owner financial advice, and insurance planning. Guided development of advisory platforms specifically used with qualified retirement plans. Developed unique client needs-focused framework for serving business owners and high-net-worth clients, and delivered related training and marketing. Presented at over 500 events, to various local and regional audiences, including clients, financial advisors, and educational events for attorneys and accountants. Over 50 appearances on Edward Jones broadcasts to financial advisors or external professionals. Author of numerous publications to clients and external professionals on tax, financial planning, retirement, and fiduciary issues. Developed and delivered groundbreaking training programs for top-producing financial advisors on the process of serving complex clients. Directly consulted on > 500 individual cases for high net worth and business owner clients.
