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; Assets under management exceed 20 million dollars consisting of investment assets and accumulations of assets in life and annuity contracts. As the Managing Partner I took the lead in directing all business operations; financial management, client acquisition activities, recruitment and management of employees and the sales force, directed training, oversaw compliance management and developed investment strategies for a business with 3 staff, 65 clients/households and financial assets of $25,000,000. • 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 clients over 10 years; 65 households and small businesses owning 150 accounts.• 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 circumstances while helping define their goals to achieve and create personalized investment strategies. The financial profile of my average client averaged $250,000- 300,000 in invested assets with many reaching $500,000.

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 business. • 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.