Tom Pistole, Chfc, Clu, Cltc Email & Phone Number

Prescott, Az, Us

Tampa, Florida, Us

Minneapolis, Mn, Us

I worked to grow the number of businesses on the Thrivent Advisor Network(TAN) platform, which was a newly formed division within Thrivent Financial.

The Client 4 Life Management System is a fractional support solution that delivers the perfect balance of people, process, and patented technology to help financial advisors and their staff increase revenue, run an efficient process-driven practice and manage the customer life-cycle to create clients for life.• Designed and implemented a go-to-market strategy for a start-up FinTech practice management system targeting financial advisors • Expanded distribution of system into the Independent B/D, RIA, and FMO/IMO channels• Responsible for leading a distribution team in addition to achieving personal production goals• Increased revenue over 100% by more than doubling subscriber base since joining firm in 2017• Initiated contact, and negotiated agreements which led to pilot engagements with multiple Broker/Dealers• Enhanced sales through positioning solution as an enterprise level/private label offering, in addition to direct to advisor

Minneapolis, Mn, Us

• Oversaw wholesaler operations for the Western Division to ensure production efficiency, quality and cost-effectiveness for Life, DI and hybrid LTC products• Developed and managed strategic plans to advance the company’s objectives and to promote revenue, profitability and growth• Demonstrated daily leadership and coaching to wholesalers including field visits and performance and skill assessments• Achieved between 93% and 105% of goal annually while restructuring 50% of the wholesaling team, delivering $33-38M in FY GDC annually• Successfully piloted revenue sharing wholesaling model for insurance within Ameriprise system

Pistole Consulting provides strategy and guidance to insurance and annuity distribution teams around increasing platform presence, revenue growth and sales coaching to wholesalers• Provided consulting to the Depository Trust & Clearing Corporation (DTCC) and Viant Capital, LLC.• Launched the Analytic Reporting for Annuities product for DTCC, the industry’s first reporting tool using financial activity reporting (FAR) file data, representing all variable annuity transactions processed through the DTCC.• Leveraged industry relationships to gain Broker/Dealer and Insurance company adoption of service.• Exceeded expectations for subscriptions of new monthly service (DTCC).• Analyzed the feasibility of launching investment products into the RIA and independent B/D arenas (Viant Capital).

Oo

• Identified, pursued and captured new business for Sun Life Financial by selling products and service offerings within the banks and financial institutions.• Created strategic account annual business plans to establish critical success factors, vulnerabilities and to seize opportunities.• Supervised and led a team of 10 wholesalers, achieving 115% of sales goal in 2009, exceeding $500M in sales.• Featured speaker at B/D conferences and seminars.

Minneapolis, Mn

• Executed strategy and plan, including the development and implementation of formal plans to achieve strategic business goals with new and existing B/D relationships (Independent/Bank Channels).• Managed a team of 16 wholesalers, exceeding goals for four consecutive years, surpassing $700M in sales in 2006.• Recognized as “Divisional Vice President of the Year” in 2006 based on gross sales, percentage YOY increase, and percentage of sales vs. goal.

Newport Beach, Ca, Us

• Developed comprehensive sales plans and improved existing go-to-market strategies.• Managed relationships with Broker/Dealers that accounted for 60% of annuity sales volume.• Served as an industry thought leader by representing the company at key B/D and industry conferences

Bachelor Of Science - Bs, Business-Marketing

Clu, Chfc, Insurance/Investments

Cltc - Certification In Long Term Care, Long Term Care