Dick Lown, Crpc Email & Phone Number

Wellesley, Ma, Us

Waltham, Massachusetts, United States

Wellesley, Ma

Led team of 30 financial advisors with full P&L responsibilities and $30 M in revenue during a period of company reorganization.• Provided guidance and coaching to financial advisors to achieve growth goals.• Ensured compliance to regulatory requirements.• Sourced, hired, trained and managed the new Administrative Manager.• Integrated two separate teams to form succession plans for 3 Senior Advisors.• Achieved Leadership Council status by ranking #1 in profit growth for 2016.

Wellesley, Ma

Managed 100 financial advisors with revenue of $100M.• Grew revenue from $38M to $100M.• Selected by management in 2012 to be 1 of the 16 members of the Branch Management Advisory Council. Nominated for success in driving business, track record, and ability to foster relationships within complexes and branches.• Earned Ed Connolly Leadership Award, the most prestigious honor at the firm. Exemplifies integrity, courage, and passion while meeting and exceeding branch goals.• Expanded team from 65 to 100 advisors.• Recruited 33 advisors with combined revenue of $30M.• Earned Office of the Year in New England 2 of 5 years.• Increased profitability from 10 to 20% exceeding goal.• Increased same store growth of advisors by 8% compounded.• Proposed the Supernova Coaching model to management and led successful trial. • Implemented the Supernova model throughout organization resulting in an increase of revenue by 25% for Advisors in Complex with all advisors positive in new assets. This is the standard model used today.• Recognized for achieving Leadership Council 2009, 2011, and 2012.

Wellesley, Ma

Led team of 25 advisors with a revenue of $22 M.• Recruited 4 advisors with $4.5 M of revenue and $350 M of assets.• Grew penetration of households with Financial Plan ($250 K + under management) from 3% to 75% by 1:1 coaching, group presentations, and engaging experts.• Earned the Chowdah Cup Office of the Year award for the #1 branch of 25.

Portland, Me

Managed 4 offices with revenue of $50M.• Grew revenue from $30 to $50M.• Achieved 40% market share.• Grew advisory revenue from 25-60% to drive increase profit by 25%.• Created Client Review Challenge adopted broadly at firm after success in Complex. Increased client satisfaction as measured by client surveys.• Created local “call center” to handle smaller relationships for established advisors thus enabling productivity increases and better client service.• Named to 1st group of USB Managing Directors in America’s in 2006.• Achieved Leadership Council 2001 and 2003.

Wellesley, Ma

Boston, Ma

Syracuse, Ny

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