Frank Roe Email & Phone Number

Concord, California, Us

Concord, California, Us

Concord, California, Us

Developed a new National Consulting Team to focus on growing relationships with Financial Advisors. Work closely with departments across the organization to promote a superior advisor/client experience for Advisors we serve.• Provide training and coaching to the sales team to ensure effective re-engagement with financial advisors.• Developed distinct sales & marketing campaigns and retention strategis aimed at specific traunches of our advisor base in an effort to increase share of wallet.• Use Miller Heiman methodology to promote a joint-venture sales approach to identify desired advisor wins & business results and apply AssetMark’s comprehensive platform to achieve a win-win sale.

Concord, California, Us

As an Internal Sales Team Leader, I provide support, coaching, and mentorship to each member of my team in order for them to reach their full potential while working within their territories. I am my team's primary resource in regards to: • Training and questions regarding our Investment platform and Practice Management offerings.• Adapting to the different skills which may be needed to make their territories successful. • Solving problems experienced with advisors within their territories, their regional teams, and other departments within the firm.• Solving problems experienced within the structure of the office.

Concord, California, Us

The role of the Internal Consultant is to provide unparalleled consultative support to every financial advisor whom you come into contact with, so that you can help each aspect of GWM’s three-tiered value proposition (Investment Management, Practice Management, and Client Relationship Management) fit into their business as simply and effectively as possible. Over time, this enables advisors to leverage the capabilities and best practices needed to build a great business.

Concord, California, Us

I was responsible for handling various problems that advisors encountered each day in respect to paperwork which they must submit as well as helping to facilitate their relationships with the custodians with which they work. I efficiently and meticulously worked to solve issues with the least bother to the advisor and the highest quality of service to their clients.