Ian Chang Cfp, Cea Email and Phone Number

Oversee all aspects of business development - business development, staff recruitment, training & development, online positioning & marketing, company policies & procedures, and sales campaign incentivizationBusiness Development: performed the regular duties of a Certified Financial Planner (CFP) Professional, sourcing and assisting prospective individual and corporate clients with tax planning, efficient wealth transfer, insurance & group benefits and investment needs. Monitored account performance and client targets/goals. Assisted divorced families to fulfill court-ordered financial arrangements. Demonstrated to Financial Advisors online and offline prospecting and client referral generation methodsStaff Recruitment: screened and sourced qualified applicants using both online and offline methods, scheduled and conducted interviews. Trained and delegated screening and sourcing tasks to assistant staff to streamline recruiting processAdvisor Training & Development: conducted various essential, non-product based training (workshop, classroom, roll play, and actual client meetings) with the goal of increasing advisor efficacy and productivity (cold market lead generation, referral business generation, efficient fact-finding, high-tech client data security, high-touch client service)Online Positioning & Marketing: conceptualized the overall aesthetics, functional aspects (web forms, web database, Wordpress widgets) and content, and collaborated with web developers to execute the overall designCompany Policy and Procedures: drafted all company Representative & Advisor contracts, protocols and Company RulesSales Campaigns and Incentivization: devised and implemented innovative campaigns to bolster production from both new and experienced Advisors by creating new metrics on which production improvement can be measured

Oversaw the implementation of industry regulations and protocols on business procedures and practices, and established best practices to implement themLead a team of Financial Advisors to source and assist prospective clients with their investment, insurance, and retirement needsSourced and assisted prospective small and medium-sized businesses, professionals/professional corporations and executives with both their personal and corporate tax planning, insurance and group benefits, pension and alternative investment needs

Sourced and assisted prospective clients with their life, health, critical illness, and disability insurance needs. Referred prospective clients of long term care insurance to the LTC Insurance Specialist