Julia Kohan Email & Phone Number

Greater San Diego Area

Develop and maintain relationships with prospective IFG Financial AdvisorsConsult Financial Advisors to evaluate cultural and business fitServe as the primary point of contact with Financial Advisors and articulate our offering and benefits of partnering with IFGProvide ongoing support and guidance as Financial Advisors transition to IFG

Greater San Diego Area

Consult Financial Advisors on developing their practices and advising them on everything from strategic thinking to staffing to marketingEngage with Financial Advisors to enhance relationships and simultaneously address their most pertinent business issues such as business planning, leadership, human resources, operations, marketing, business risk, growth strategies, as well as having a firm grasp on Commonwealth offerings to proactively leverage the rest of the firmIdentify and develop strategies that help advisory offices make greater use of Commonwealth offerings such as technology, operational efficiency resources, wealth management offerings and services, and compliance guidanceDevelop and deliver presentations on topics related to growth, office efficiencies, and general practice management issues Partner with Financial Advisors to help them progress with their goals

Greater San Diego Area

Consulted with top producing Financial Advisors on the value and benefits of utilizing LPL resources such as technology, services, marketing, and succession planning. Developed and maintain relationships with a large client base of top producing Super OSJ’s and Financial Advisors through calls, conferences, and hosting on site visits Partnered with Super OSJ’s and Financial Advisors on aligning business objectives with organizations goals to position both parties for continued growth and retention Provided project management, business analysis, and research on industry best practices for Super OSJ’s and Financial Advisors Thoroughly studied and evaluated complex situations and assumed full responsibility in developing resolutions to problems faced by top producing Financial Advisors.

Greater San Diego Area

Developed and established rapport with approximately 75 clients and participated in booking events to establish price features to sell and promote MillerCoors products Creatively established and implemented events, while maintaining effective communication with key clients to efficiently track performance and market trendsDeveloped effective strategic plans for business startup venture to secure a strong foothold in the marketplace Directly supervised the execution of various administrative duties, such as employee scheduling, payroll management, expense reports preparation, and recruitmentCreated and delivered presentations in rendering professional training to promotional models on brand knowledge, event standards, logistics, and execution guidelines

Greater San Diego Area

Demonstrated success in maintaining personal and branch sales quota on rental, insurance, corporate accounts, and car sales Closely monitored costs, budgets, account receivables, and revenue to ensure profitability of the branchApplied superb multitasking abilities in managing the daily operations of a high volume branch Exhibited effectiveness in cultivating and maintaining relationships with clients to guarantee repeat business and branch growth Spearheaded employee development and training as well as assessed employee skills and potentials, while rendering assistance to their career and advancement