Jill Strampel Email & Phone Number

West Region

Consult and guide over 120 CPAs, EA, tax professionals and financial professionals to build strong independent financial practices by helping them:•Develop and execute short- and long-term growth strategies to formulate a vision for their practices and position their businesses to attract ideal clients.•Build their brands and market their practices through marketing resources to forge deeper relationships with clients and prospects.•Consult and design client cases including joint meetings with clients (which is my favorite).•Maximize office staff productivity.•Share firm best practices.•Grow by merging or acquiring another practice through access to a broad network of advisors.

Schaumburg, Il

• Maintained client relations with over 1200 advisors, 5000 GE retiree house accounts and over 500 assistants.• Managed a team of six customer service specialists who averaged 55 calls/day/person from tax professionals who had added financial planning to their practices.• The team had to excel at product fluency as well as system knowledge for more than 30 systems we utilized depending on the advisor and their client's needs.Internal Advisory Sales Consultant • Supported the External Sales Manager in the development and execution of a strategic business plan to generate assets and grow share in our territory. • Achieved sales and sales activity goals as set by the leadership team. Identified opportunities and moved representatives as well as clients through the sales process.• Developed and performed sales presentations and edited marketing material.• Responded to and resolved all representative calls and emails in a timely and professional manner, taking full responsibility for representative satisfaction.Advisory Services Specialist - Operations • Quarter End processing included data download integrity, performance verification, preparing quarterly reports and invoices, and resolving all issues.• Tracked, processed and collected client fees. • Ensured representatives received their portion of the client fee and resolved all issues regarding payments.• Processed incoming new business, set up new accounts and oversaw account maintenance, requiring knowledge of financial industry standards, requirements and regulations. Commissions Specialist – Representative Services • Processed fund company commission checks and tracked electronic deposits for representative commissions. • Tracked, processed and collected representative monthly fees utilizing multiple systems as well as contacted representatives when their monthly payments were late while ensuring their satisfaction with their affiliation with us.

Lake Orion, Mi

• Owned and managed entire operations including order processing, inventory control, advertising and search engine placement, supplies, shipping and customer service. Within a three-year period increased average monthly gross revenue 300%.

Bethesda, Md

The Teacher Store• Project managed and built an e-commerce store for educators to purchase Discovery School’s product online as an added value to their already award winning content website and as an additional revenue stream to their semi-annual catalog. Total project budget was $15K, profit within three months was approx $100k.• Front-end: created the concept and business plan, managed design, implementation and data integrity.• Back-end: tied directly in with the catalog’s current back-end process. Cost savings were approx $50K.