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@figmarketing.com
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3 phones found area 972 and 214
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John Schwalenberg is listed as 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! at Accel Consulting, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at figmarketing.com, phone signal with area code 972, 214, and a matched LinkedIn profile for John Schwalenberg.
John Schwalenberg previously worked as Founder at Accel Consulting and VP Annuity Sales at Tarkenton Financial. John Schwalenberg holds Bs, Corporate Finance And Investment Management from The University Of Alabama.
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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
Listed skills include Trading, Real Estate, Negotiation, Capital Markets, and 46 others.
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Accel Consulting creates personalized solutions for independent financial professionals, helping them overcome obstacles and pave the way for future growth and profitability.
Atlanta, GA, US
We provide winning strategies and product solutions to independent financial advisors serving the retirement market.
Denver, Colorado, US
Business 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.
Cornelius, NC, US
Led 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.
Cornelius, NC, US
Led 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.
My 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.
As 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.
Birmingham, 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.
Dallas, 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
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John Schwalenberg works for Accel Consulting.
John Schwalenberg is listed as 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! at Accel Consulting.
AeroLeads has found 1 work email signal at @figmarketing.com for John Schwalenberg at Accel Consulting.
AeroLeads has found 3 phone signal(s) with area code 972, 214 for John Schwalenberg at Accel Consulting.
John Schwalenberg is based in Dallas-Fort Worth Metroplex, United States, United States while working with Accel Consulting.
John Schwalenberg has worked for Accel Consulting, Tarkenton Financial, Olympus Capital, Peak Pro Financial, and Financial Independence Group.
You can use AeroLeads to view verified contact signals for John Schwalenberg at Accel Consulting, including work email, phone, and LinkedIn data when available.
John Schwalenberg holds Bs, Corporate Finance And Investment Management from The University Of Alabama.
John Schwalenberg is listed with skills including Trading, Real Estate, Negotiation, Capital Markets, Selling, Equities, Business Planning, and Training And Development.
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