Frank Ross Email and Phone Number

During my 18 plus year career in the financial services industry, I have discovered that every financial advisor needs at least 2 things: Better profitability and more time in their day. At OppenheimerFunds, we take a truly consultative approach to supporting financial advisors by taking the time to understand their business and offer a broader range of insights, tools and resources to enhance the success of their practice. We not only provide investment expertise, but we also act as a partner to help advisors build and run their practice with the added resource of the award-winning OppenheimerFunds CEO Advisor Institute. We offer actionable insights that enable advisors to enhance the expertise of their team, structure of their practice, client-service standards, new business development and wealth management strategies.

I was originally part of a start up division designed to initiate and grow AllianceBernstein’s relationship with Edward Jones. My role eventually expanded to covering all channels: Banks, Planners, Wires & Edward Jones in South Texas. Along with executing traditional wholesaler activities for mutual funds, SMA and 529, I was also responsible for advanced, consultative, value added trainings. Trainings included but were not limited to: Effective Client Review, Building a Capabilities Brochure (pitch book), Creating a Unique Value Proposition, Wealth Forecasting, Creating Capacity, Behavioral Finance, Professional Referral Method (CPA & Attorney referrals), Masters in Client Acquisition & Masters in Client Engagement. Interactions consisted of 1 on 1 Advisor meetings, small and large advisor group presentations, small and large client presentations and FA – Client meetings. Highly trained in public speaking, professional selling skills (PSS) and coaching.

FSG is a subsidiary of American Savings Bank and formerly known as American Savings Investment Services Corp. Took over a book business of approximately $20M AUM in August of 2000. Grew the book to just over $100M by July of 2003. Was FSG's top mutual fund and 529 producer in 2001 and 2002. Was an Executive Member ($5M+/yr) with Putnam Mutual Funds in 2001 and 2002, was a member of MFS Funds Inner Circle ($1M+/yr) in 2001, 2002 and 2003 and a Premier Club Member ($5M+/yr) with American Enterprise Life in 2001, 2002 and 2003.