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.

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.

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.

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.
• 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.