Gregory Tzanoukakis, Aams®, Aif® Email & Phone Number

Milwaukee, Wi

- I partner with financial practices throughout Wisconsin across all channels (i.e. Independents, Wirehouses, Banks, Regionals, RIAs, etc.) who want to help their clients manage life's risks and attain their life's goals.- As your partner, you will find me to be honest, loyal, energetic, and creative. We will work only in your and your clients' best interest.Areas in which financial advisors rely on me:-Market updates and outlook-Refine manager selection process-Deliver boutique investments to attract affluent investors, E&Fs, retirement plans, and instl. accounts-Maximize benefits of pairing active and passive solutions-Increase after-tax returns through tax-aware strategies-Generate current income from diverse sources-Prepare your business for the rapidly changing fiduciary landscape-Develop more rewarding relationships with your best clients-Get better ROI from Social Media-Create memorable events and seminars for your clients-Increase retention of assets, especially with millennial beneficiaries-Increase close ratios for referrals

Milwaukee, Wi

Milwaukee, Wi

- Proactively call advisors across all channels (RIA's, wirehouses, IBD's, banks, etc.) to promote Russell's products, practice management services, and value proposition- Continuously develop relationships with current advisors by knowing where they are in the Advisor Lifecycle and how Russell can meet their needs in each phase- Profile and build new relationships with prospective advisors, learn about pain points and needs, and pair Russell solutions and services to help build an effective and efficient practice- Provide advisors with new, successful sales ideas for attaining new business and to differentiate them from others- Constantly provide high quality service and education to help advisors retain current clients and attain new business from individuals as well as large 401K plans, pension plans, endowments, and foundations- Work with external Regional Director on planning meetings, prioritizing advisor requests, and building regional breadth- Schedule and present at branch and client meetings as well as one-on-one meetings with current and prospective advisors- Educate advisors and provide consultative services on Russell's Practice Management, asset allocation models/funds, and capital markets research to develop stronger client relationships- Utilize reporting tools such as Morningstar and Zephyr to create customized proposals for advisors and their clients

Milwaukee, Wi

- Represent Russell Investments to institutional and individual investors, as well as financial advisors- Analyze and resolve complex issues for colleagues and clients by coordinating with Operations, Marketing, Product Management, and Consulting Group- Advise on which Russell products might best fit client needs and support Regional Directors and Sales Associates through fulfillment of advisor requests, presentations, and business development- Act as a backup to regional sales teams when absent- Generate statistical reports and comparison proposals utilizing internal proprietary programs, Zephyr, and Morningstar performance reporting tools- Provide research on requested topics (i.e. tax efficient strategies, mutual fund competitors, fund breakdowns, etc.)

Elm Grove, Wi

Milwaukee, Wi

Brookfield, Wi