Jay Bloom Email & Phone Number

Tampa/St. Petersburg, Florida Area

Jay is responsible for overall health, retention and growth of key channel client relationships throughout the entire lifecycle from proposal to steady state support. Provides management oversight for the day-to- day support of all account service functional activities and targeted initiatives to insure Aspire is consistently meeting and or exceeding service quality, productivity and financial metric objectives and goals. Serves as a key member of Account Management Team and provides industry insight, input and support in defining, developing and executing Aspire’s program and service offering strategies as well as operational and financial objectives.

Tampa/St. Petersburg, Florida Area

Responsibilities:Jay is responsible for developing IFP’s Plan Advisor division into a leader in a rapidly evolving retirement landscape. He and the executive team are working diligently to ensure IFP offers a unique robust platform of resources to IFP’s growing retirement advisor affiliates. Jay’s client first philosophy delivers value to his clients and fosters long lasting mutually beneficial relationships that helps IFP Plan Advisors accomplish common goals and succeed together.Career Before IFP: Jay began his financial services career in the private equity sector raising over thirty million in capital for development stage companies from 1999 to 2003. Looking for new challenges he joined the executive team at 401(k) Exchange in 2004 where he was instrumental in developing the institutional business channel. In 2008 he helped launch a 401(k) Exchange subsidiary, Jupiter Distribution Partners, a broker dealer providing hybrid wholesaling services to mutual fund providers.In 2010 Jay covered Florida as a Regional VP for The Retirement Advantage, a national TPA focused on administering DC and DB plans. In 2011 Jay founded Strategic Growth Advisors which was a brand strategy learning management process focused on delivering actionable data to top producing retirement advisors.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRAand SIPC, please refer to 'Contact Info' section above. Investment advice offered throughIndependent Financial Partners, a registered investment advisor and separate entity fromLPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have notbeen reviewed by LPL Financial as to accuracy or completeness.

Jupiter Florida

Today’s defined contribution market is becoming increasingly competitive making it more important than ever to differentiate your retirement focused practice from the many generalist advisors with retirement plans under advisement.At Strategic Growth Advisors we work hand in hand with our clients to develop and deliver a superior brand awareness program. Delivering unique and compelling interactive video content to plan sponsors that fit your client criteria will increase your name recognition within that group of prospects. Increase awareness of your brand right in your sweet spot.• Create name recognition with prospects you want to acquire.• Deliver timely and relevant educational content using a unique platform.• Track and analyze responses of video recipients.• Customize and target your audience using interactive question slides to uncover opportunity.• Simplify & prioritize follow up and sales efforts.Outsource with Confidence!!! Maintain control of the message reaching your target audience. Avoid the reputational risks associated with other outsource programs.

Industry leading source of business development, market intelligence and due diligence services; · Monitored and managed existing institutional client relationships with broker dealer, investment management, TPA and recordkeeper and intermediary clients. · Responsible for 28% of firm revenue through institutional relations and sales. · Designed, developed, managed and launched prospecting, investment analytic, recordkeeper benchmarking databases used by over 30,000 industry professionals. · Trained colleagues and clients to be efficient users of all client facing practice management databases and resources. · Developed new business through building relationships with employees, colleagues, networking client referrals. · Conducted market research through Boston Research Group annual Advisor, Sponsor and Participant behavioral studies. · Completed $2.5 billion in periodic due diligence and active RFP for large and jumbo market DB and DC plan sponsors. · Reported to President and CEO, effectively managing expectations of firm of Institutional Clients.