Kenneth Watts Email & Phone Number

Purpose Driven Solutions LLC is an independent consulting business not bound to a single product or service; the strategy is to maintain an open architecture consulting business. The mission is focused on finding solutions in an ever-changing business environment, networking on behalf of our clients.

Meridian, Mississippi

Providing plans for placing life insurance, annuity, personal retirement plans for businesses and individuals.Partnered with:Massachusetts Mutual Life (www.massmutual.com),One Resource Group (www.orgcorp.com)The Quantum Group (www.thequantum.com),Oasis HR.Ethos LifePhysicians Mutual Insurance

• Built a new financial services venture from inception, helping clients chart a course for financial independence and preservation of assets; Business operations located in the same location for more than 10 years.
• Business Development: Developed and executed business development strategies including maintaining a visible community presence, effectively identifying new client market opportunities growing from 0 clients to 150.
• Client Management and Retention: Succeeded in retaining 95% of clients year-over-year as a result of establishing outstanding rapport with clients and demonstrating a commitment to thoughtfully examining client’s life.

Meridian, MS.

• Returning to full time production assuming the role as a registered representative developing clients and designing financial strategies that contributed to the success and stability of the client household or small.
• Retained client relationships of approximately 100 accounts with assets exceeding 30 million.

Meridian, MS.

• Recruited to provided recruitment, training and management of all staff, doubling staff from 5 to 12
• As branch manager office revenues grew more 100% from approximately $1,000,000 to over $2,000,000.
• Our staff grew equally as much from 5 to 12 individuals.
• Staff evolved into sales teams implementing fee-based asset management strategies stabilizing revenues allowing for greater client satisfaction and a result driven sales philosophy.

Meridian, MS.

• Registered Representative / Financial Advisor; acquire clients, develop and sustain relationships, design financial strategies that contribute the success and stability of the client household or small business.
• My sales effort resulted in establishing 100 new clients with assets in excess of 30 million
• Selected to assist in recruiting staff, resulting in the addition of 3 associates to the office team.