Jay Farley Email & Phone Number

Colorado, Arizona, Utah, New Mexico

Providing practice management support and innovative investment solutions to help financial advisers better serve their clients in Arizona, Colorado, New Mexico and Utah.

Greater Denver Area

Specialized in consulting and brokerage services for healthcare cost containment strategies. Provided financial analysis, funding alternatives, plan design options, wellness and marketing strategies.

Serving Colorado

Mercury Financial Group, a national advisory firm which works with the top Wall Street based firms as well as banks, broker/dealers, accounting firms and other financial institutions.Mercury's role is to be the "advisor to the advisor". Mercury partners with financial advisors to help facilitate and coordinate the planning process for the advisor and their high net worth clients. Mercury has built an eviable and leading reputation in the industry as the "go to" firm for advisors' most important clients.

Colorado

•Wholesale distribution of mutual funds, 529 plans and 401(k) product placement to Financial Advisors, with coverage in bank, brokerage and independent broker-dealer channels.•Inherited a territory with <$30M annual run rate of annuity and mutual fund products, growing it to production of over $120M in mutual funds alone.•Mentored Financial Advisors how to increase sales and run more efficient and effective practices resulting in 300% growth in annual sales.•Delivered over 700 public seminars generating an average of $200,000 of AUM growth per event.•Field trained fellow wholesalers in sales skills, networking and marketing resulting in significant production increases.

Sw United States

Led start-up unit promoting life insurance sales with advisors in the independent brokerage channel in the Four Corner States, southern Nevada and Hawaii.

Greater Denver Area

One of five original General agents hired to promote sales in markets outside Union Central’s traditional career general agencies. Worked with life insurance professionals and independent broker dealers throughout Colorado.

Western Us

Assisted Unum’s traditional disability insurance wholesalers in developing awareness of, and sales in, their life insurance product portfolio. Covered western half of the US in that capacity, primarily working with established life insurance brokers.

Hawaiian Islands, Colorado

Provided comprehensive insurance, estate and business continuity planning to clients in Hawaii and Colorado. Repeat attendee of The New England’s Leaders Conference, recognizing top 10% annual sales nationally.