Vice President, Advisor Practice Consultant
Current• Provide professional colleagues with insight and practical ideas on how to help financial professionals grow their business by addressing their practice's unique challenges and opportunities. • Lead workshops based on customized research and uncommon intellectual capital focused on core strategies for success. • Provide one-on-one financial professional coaching and coaching on practice management best practices to drive increases in sales performance and deliver continuing education courses.• Built and maintain long-term, professional relationships with financial professionals within the industry based on the effectiveness of the selling solutions and support provided.