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As a consultant to growth-minded Financial Professionals, I deliver business development strategies and the corresponding solutions that empower FPs to serve more families and grow their business. FPs get access to the products & services necessary to become the financial planning resource for their clients. The FP's clients get improved service and a menu of options for their financial planning needs. Everyone wins! I also advise on business continuity and succession planning strategies for FPs.Former capital markets executive with a track record of exceeding expectations through skills honed over a 30-year career in financial services. Developed account penetration through customer service with multi-function teams resulting in consistent revenue gains. Team leader for corporate services that specialized in C-level transactions. Takes ownership of work product and demonstrates strong attention to detail. Readily embraces technology in order to better compete in the marketplace. Focused on meeting customer needs while accomplishing corporate objectives.- Business Development- HNW planning solutions- Strategy Development- Customer Retention- Organizational Structure- Organizational Change- Process Management- Relationship Management- Team Building- Employee Compensation- Growth Through Acquisition- Business Continuity Planning- Succession Planning- Insurance (life, annuity, LTC)- Wealth Management & AdvisoryContact information:email: johnschwalenberg@yahoo.comSpecialties: Business Development - Strategy Development - Organizational Change - Systems & Processes - Problem Solving - Business Continuity - Succession Planning - Advising - Negotiating - Team Building - Relationship Manager - Customer Retention
Accel Consulting
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FounderAccel Consulting Jun 2024 - PresentAccel Consulting creates personalized solutions for independent financial professionals, helping them overcome obstacles and pave the way for future growth and profitability.
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Vp Annuity SalesTarkenton Financial Sep 2023 - May 2024Atlanta, Ga, UsWe provide winning strategies and product solutions to independent financial advisors serving the retirement market. -
Investment Advisor RepresentativeOlympus Capital May 2023 - Aug 2023Richardson, Texas, Us -
Sales Development AdvisorPeak Pro Financial Sep 2022 - Feb 2023Denver, Colorado, UsBusiness development role to recruit and contract large RIAs that have not traditionally incorporated life insurance based solutions. Emphasis was on Indexed Universal Life, with use of other life, annuity, and LTC solutions as necessary. Created and executed marketing campaign highlighting the benefit to both clients (decreased risk and tax exposure, advanced planning concepts) and the advisory firm (new revenue stream) of implementing insurance solutions. -
Svp Sales - Private Client GroupFinancial Independence Group Aug 2020 - Jul 2022Cornelius, Nc, UsLed sales team responsible for $300M in premium across three lines of business including annuities, life and long-term care. Primary role to recruit and onboard new advisors. Supported the implementation of sales tracking and marketing plans for advisors. Created educational content for monthly advisor webinar. Cross selling opportunities for structured products, P&C, and trust services. -
Vp - Strategic DevelopmentFinancial Independence Group Jan 2018 - Aug 2020Cornelius, Nc, UsLed business development efforts for advisory firms. Coach financial professionals on best practices concerning sales, marketing, client acquisition, and retention. Facilitate strategic and tactical planning sessions for advisory businesses. Helped to create and launch two specialized programs to meet identified needs of financial professionals. Talent Solutions provides recruiting and performance management for all roles within the financial space.
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Business Development ConsultantSurge Business Consulting Aug 2014 - Dec 2020My objective is to help financial professionals create a path to lasting business growth. Our 20.20 Process is a proprietary 5 step process that centers around the FP, their staff, and centers of influence. In addition to cataloguing the FP's past experiences, present successes and challenges, and future goals, I interview, gather data, and observe the FP's daily routine. From this information, our team crafts recommendations that the FP then uses to create his/her growth plan. Lastly, through a series of monthly accountability calls, we insure success by following the plan and/or updating it to reflect current marketplace realities. Are you ready to SURGE? -
Practice Management ConsultantWilliams Financial Group Feb 2011 - Jan 2016As a member of the Practice Management Team, I provide WFG affiliated Financial Professionals with all the tools necessary to effectively manage and grow a profitable independent practice. We have identified the following eight core business systems that are fundamental to our Practice Management philosophy:- Client Acquisition- Client Management- Sales System- Case Development- Time Management- Communication- Professional Education and Development- Financial ManagementSpecialties: Customer Retention - Relationship Management - Advisory - Business Continuity planning - SuccessION planning - Growth Through Acquisition - Social media / LinkedIn - ERISA compliance & performance evaluations - Retirement Healthcare Solutions - Social Security Solutions (timing IS everything) Originally hired for an Institutional Equity Research Sales & Trading role, I found myself being drawn to working with our independent advisors. Much of the skill set was easy transferred to the practice management discipline.- Successfully developed energy conference with 20 corporate managements for DFW clients- Expanded role to include research sales, investment banking, private equity financing- Equity trader focused on business development and relationship management- FINRA Series 7, 55, and 63 licensedSpecialties: Institutional Equity - Research Sales & Trading - Negotiating - Corporate Repurchases - 10b5 Sales - Private Equity - Venture Capital
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Institutional Equity Sales & Corporate ServicesSterne Agee Jan 2006 - May 2010Birmingham, Al, Us- Increased revenue 76% over 4 year period while customer base was contracting by 17%- Average revenue per customer grew by 114% during same 4 year period- Revenue generated from top 3 clients increased more than 50% for 3 consecutive years- Started corporate services program, which included stock repurchases and 10b-5 sales for insiders, resulting in an 8.7% incremental revenue gain in the first year of operation -
Institutional Equity Sales & TradingSouthwest Securities Sep 2002 - Jan 2006Dallas, Tx, Us- Increased revenue 53% in one year through the use of multi-function marketing teams comprised of trading, sales, research analysts, and company managements- Executed corporate buy backs and 10b-5 sales- Provided market commentary and trading recap for daily research meeting
John Schwalenberg Skills
John Schwalenberg Education Details
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The University Of AlabamaCorporate Finance And Investment Management -
Collin CollegeBusiness Administration And Management
Frequently Asked Questions about John Schwalenberg
What company does John Schwalenberg work for?
John Schwalenberg works for Accel Consulting
What is John Schwalenberg's role at the current company?
John Schwalenberg's current role is Partnering with retirement focused solopreneurs & independent advisory firms to provide winning insurance solutions for their clients. Luke 10:27 / Biz Dev Guru / π΄πΌββοΈ / College π fanatic π Roll Tide!.
What is John Schwalenberg's email address?
John Schwalenberg's email address is jo****@****ing.com
What is John Schwalenberg's direct phone number?
John Schwalenberg's direct phone number is +197234*****
What schools did John Schwalenberg attend?
John Schwalenberg attended The University Of Alabama, Collin College.
What are some of John Schwalenberg's interests?
John Schwalenberg has interest in Disaster And Humanitarian Relief, Economic Empowerment.
What skills is John Schwalenberg known for?
John Schwalenberg has skills like Trading, Real Estate, Negotiation, Capital Markets, Selling, Equities, Business Planning, Training And Development, Valuation, Market Analysis, Sales, Financial Analysis.
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