In this role, I drive new business development through traditional and digital channels, and take full ownership of client relationships. That means conveying Equis’ investment philosophy effectively when consulting with clients, and educating them regarding a portfolio of investment solutions that may suit their investment objectives. Additionally, I provide the foundation to build lifelong relationships with clients, to guide them in planning for all their financial security needs with… Show more In this role, I drive new business development through traditional and digital channels, and take full ownership of client relationships. That means conveying Equis’ investment philosophy effectively when consulting with clients, and educating them regarding a portfolio of investment solutions that may suit their investment objectives. Additionally, I provide the foundation to build lifelong relationships with clients, to guide them in planning for all their financial security needs with confidence. Show less

At this time, I was overseeing operations and financials for the marketing organization’s business consulting services for Registered Investment Advisors and Financial Planners. My scope encompassed partnering with principals and owners to monetize business opportunities and maximize ROI in marketing, HR, and technology. I formulated custom programs and marketing collateral based on initial discovery and SWOT analysis.► Integrally contributed to increasing AUM, by guiding advisors on… Show more At this time, I was overseeing operations and financials for the marketing organization’s business consulting services for Registered Investment Advisors and Financial Planners. My scope encompassed partnering with principals and owners to monetize business opportunities and maximize ROI in marketing, HR, and technology. I formulated custom programs and marketing collateral based on initial discovery and SWOT analysis.► Integrally contributed to increasing AUM, by guiding advisors on market demographic segmentation and best practices to drive organic market growth.► Developed and delivered special training sessions at 1:1 coaching sessions at advisor professional events.► Provided comprehensive coaching to advisors regarding industry trends impacting client growth and supporting delivery of unparalleled client services. Show less

Here, I owned the relationship with Charles Schwab Advisor Services independent Registered Investment Advisors, which encompassed asset retention, sales profitability, and account growth. I cultivated and deepened these relationships, and placed a sharp, consistent focus on resolving firm and client issues, in order to enhance the overall experience and engender client loyalty.► Innovated custom programs in consultative selling, expert negotiation, and funnel management, to drive… Show more Here, I owned the relationship with Charles Schwab Advisor Services independent Registered Investment Advisors, which encompassed asset retention, sales profitability, and account growth. I cultivated and deepened these relationships, and placed a sharp, consistent focus on resolving firm and client issues, in order to enhance the overall experience and engender client loyalty.► Innovated custom programs in consultative selling, expert negotiation, and funnel management, to drive results.► Enhanced Principals and Owners’ core competencies regarding share of wallet and assisted sales, in order to uncover additional assets. Show less