Kevin Taylor, Crc

Kevin Taylor, Crc Email and Phone Number

Regional Sales Manager @ Ameriprise Financial Services, LLC
Overland Park, KS, US
Kevin Taylor, Crc's Location
Overland Park, Kansas, United States, United States
Kevin Taylor, Crc's Contact Details

Kevin Taylor, Crc work email

Kevin Taylor, Crc personal email

n/a
About Kevin Taylor, Crc

At Ameriprise Financial, I aim to transform financial advisors' client acquisition and marketing strategies, fostering impactful growth and brand promotion. Leveraging over three decades of experience in financial services and a foundation in public speaking and training, I specialize in integrating systematic marketing processes and digital media.My expertise in investment products and Series 7 credentials enable me to guide advisors in refining their financial planning services. Together, we streamline client engagement and service models, enhancing practice efficiency and driving business success. My parallel career as a DJ and voiceover artist enriches my coaching approach with creativity and a fresh perspective on storytelling.

Kevin Taylor, Crc's Current Company Details
Ameriprise Financial Services, LLC

Ameriprise Financial Services, Llc

View
Regional Sales Manager
Overland Park, KS, US
Website:
ameriprise.com
Employees:
2
Kevin Taylor, Crc Work Experience Details
  • Ameriprise Financial Services, Llc
    Regional Sales Manager
    Ameriprise Financial Services, Llc
    Overland Park, Ks, Us
  • Ameriprise Financial Services, Llc
    Regional Sales Manager
    Ameriprise Financial Services, Llc Sep 2024 - Present
    Minneapolis, Mn, Us
    For advisors interested in growing their client acquisition business and improving their marketing strategies, I coach them on incorporating a systematic marketing process within their practice. He helps advisors share their stories, promote their brand, leverage online resources, and be proactive in the digital world of social media. For advisors interested in growing their financial planning business, I work with advisors to create a systematic process for their practice. He helps identify how to engage clients/prospects in advice conversations and produce simplified deliverables to increase capacity and drive business through the financial planning client service model.
  • Icon Event Group
    Dj/Voiceover Artist
    Icon Event Group Jan 2014 - Present
  • Nationwide
    Retirement Specialist - City Of Kansas City Deferred Compensation Plan
    Nationwide May 2019 - Sep 2024
    Us
  • Tyler Technologies
    Implementation Consultant, West Coast Financials
    Tyler Technologies Dec 2017 - Apr 2018
  • Ameriprise Financial Services, Inc.
    Financial Advisor
    Ameriprise Financial Services, Inc. Jan 2012 - Jan 2018
    Minneapolis, Mn, Us
  • Oppenheimer & Co. Inc.
    Certified Financial Planner
    Oppenheimer & Co. Inc. Jul 2007 - Jan 2012
    New York, Ny, Us
  • H&R Block
    Associate Vice President Of Investments
    H&R Block Jun 2003 - Jul 2007
    Kansas City, Mo, Us

Kevin Taylor, Crc Skills

Customer Service Financial Advisory Leadership Retirement Planning Finance Investments Strategic Planning Team Building Series 7 Management Series 63 Financial Services Insurance Securities Bonds Financial Analysis Marketing Wealth Management Public Speaking Sales Event Planning Customer Relationship Management Microsoft Office Social Media

Kevin Taylor, Crc Education Details

  • University Of Evansville
    University Of Evansville
    Radio And Television

Frequently Asked Questions about Kevin Taylor, Crc

What company does Kevin Taylor, Crc work for?

Kevin Taylor, Crc works for Ameriprise Financial Services, Llc

What is Kevin Taylor, Crc's role at the current company?

Kevin Taylor, Crc's current role is Regional Sales Manager.

What is Kevin Taylor, Crc's email address?

Kevin Taylor, Crc's email address is ke****@****ech.com

What schools did Kevin Taylor, Crc attend?

Kevin Taylor, Crc attended University Of Evansville.

What skills is Kevin Taylor, Crc known for?

Kevin Taylor, Crc has skills like Customer Service, Financial Advisory, Leadership, Retirement Planning, Finance, Investments, Strategic Planning, Team Building, Series 7, Management, Series 63, Financial Services.

Who are Kevin Taylor, Crc's colleagues?

Kevin Taylor, Crc's colleagues are Jeff Schneider, Kevin Douglas, Katherine Husnik, Jeff Altman, Ron Albers, Natasha Villarroel, Khoa Nguyen.

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