Kristine E. Dickinson Email & Phone Number

Moorestown, New Jersey, United States

Elite Consulting Partners is an advisor transition consultant, business consulting, and broker-dealer M&A firm focused on providing strategic advice and solutions to the financial services industry.We offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients. We ensure our clients' objectives and goals are realized during their due-diligence and transition process.We work with many of our clients in areas concerning transitioning to a new broker dealer, investment advisory firm, custodial platform changes, maximizing revenue, increasing head-count, and monetizing the equity within a practice or business through negotiated mergers or simple advisor recruiting deals and packages.Elite Consulting Partners serves as your strategic consulting partner, within the financial services industry to maximize the value of your business during a transition, growing your revenue through advisor acquisition, and exploring other opportunities to monetize the value in your business. We serve as the bridge connecting advisors and businesses to unbiased actionable opportunities. We deliver competitive consulting intelligence to maximize your revenue and increase the equity within your practice or business.

Cranbury, New Jersey

Managed corporate portfolio for strategic initiatives; led two projects with a combined budget of $1M that included a 15-member project management team (internal, corporate, and vendors)Led multiple initiatives to reduce spend in the medical management space by developing cross-functional work teams internally and with corporateWorked with senior leadership team to develop a three-year strategic plan for growth based on membership, top-line revenue, and sustainable margins within an evolving marketDesigned, implemented, and managed reporting for executive leadership including bi-annual board reports, monthly leadership reports, board orientation report for an equity partner, and weekly metrics and performance reporting

Philadelphia, Pennsylvania

Staffed and directed new department to manage broker distribution channel, strengthen and enhance strategic partnerships, and drive new business while retaining existing accountsManaged broker performance metrics and designed quarterly reporting to transparently provide status on contractual requirements, incentives, and bonus programsImplemented and managed new initiatives to enhance operations and improve the broker experience including: Broker Advisory Board, Broker Advisory Forum, and Operational Excellence CommitteeRedesigned broker communication vehicles, developed content, and provided final approval of all broker-related communications to ensure strong, detailed, and consistent broker-centric messagingDesigned and executed annual high-profile, multi-day incentive program for brokers and executive leadership (approximately 90 attendees)

Mt. Laurel, New Jersey

Designed and implemented innovative client on-boarding system to streamline the transition from sales to service: projected efficiency gains 30% and cost savings $350kManaged strategic business plan initiative to provide clients with cutting-edge, dynamic and customized plan management data and reportingLed account manager initiative to ensure compliance with web-based benefits management system and established key performance indicators to effectively manage downstream operationsSpearheaded creation of first generation brokerage services agreement with in-house counsel

Philadelphia, Pennsylvania

Managed daily operations of wholesale department with $4M in annual revenueLed team of nine direct reports representing 350 brokers with annual premium of $330M, and managed two largest producing agencies with annual revenue over $350kIncreased revenue and reduced costs across several areas: restructured and revitalized “clearinghouse” operations to create the premier general agent in region, and aligned department to ensure seamless customer relationship managementDeveloped innovative producer communications to effectively relay time-sensitive carrier and legislative updates via email blasts and web-based postings Recruited, trained, and mentored top talent; created and staffed new position of Internal Resolution Specialist to mitigate opportunity cost issues

Philadelphia, Pennsylvania

Managed 260+ direct and brokered accounts with 2-40 contracts, while maintaining a 95% retention rate Developed and implemented innovative client issue resolution procedure using live, on-site claim processing and Q&A sessions to maximize renewal and relationship-building opportunities