My purpose is to help financial advisors pursue the goals they have for their independent practices. Each of our advisors are owners of their own business who have chosen to affiliate with our firm for the unique support we provide. Through our Practice Management division, I guide the advisor on all aspects of managing their practice which includes building their team, honing their service offerings, multi-generational planning efforts, strategies to increase the overall value of their book of business, marketing, technology, and more. The reports and plans generated during my one-on-one meetings with our advisors are fully customized to their specific goals and objectives for their practice.Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Branch: 248-663-4700.
Listed skills include Marketing, Finance, Business Strategy, Time Management, and 7 others.