Kyle A. Bain, Ricp® Email & Phone Number

Berwyn, Pennsylvania, United States

- Individuals & Families: Investments / Retirement Planning / College Funding / Insurance / Estate Planning.- Business Owners: Retirement Plans / Succession Planning / Buy-Sell Plans / Executive Compensation Plans / Group Benefits.Target Markets:- Business Owners- Key Executives- Software Engineers / Technology IndustryPeople often seek our advice because they...- Have a family or business they want to protect.- Want to organize and have more control of their finances.- Are frustrated Uncle Sam is constantly finding new ways to take money out of their pockets.- Want to be on track for Retirement while still enjoying a full life today.- Would like to help pay for college for their children/grandchildren.- Want investments that are customized to match their specific goals and unique situation.- Want their “Circle of Advisors” coordinated together and regularly updated (Accountant / Attorney / Investment Manager / Insurance / Realtor / etc.)- Have Key Employees they want to compensate without giving up ownership or control.- Are Open-minded and prefer to understand their options so they can make the most educated and informed decisions possible.

United States

Developed strong relationships with medical professionals across multiple fields of medicine procuring 5-year contracts expanding United Medical’s number of clients by more than 20% in 2012.- Proficient in lead generations ranging from physician networking, client referrals, and marketing events. - Scheduled, designed, and led presentations to obtain sales from medical professionals across Delaware, Maryland, Pennsylvania, and New Jersey.Promoted United Medical’s practice management solutions and Cerner Corporation's Electronic Health Record (EHR) software to medical practices.- Coordinated multiple charity and co-sponsored events including a set of optional after-hour events where more than 50% of employees enthusiastically participated.- Designed marketing materials such as banners, brochures, postcards, newsletters, and promotional give-aways.- Initiated our social media accounts with Facebook, Twitter, Instagram, and LinkedIn.- Consistently expanded the company's reach by generating interesting online photo albums, reposting healthcare articles, and illustrating positive relationships with our clients.Primary contact person responsible for key communication to the owners and managers of 10 clients. - Provided explanations and solutions to changes in their accounts receivable, educated them on new healthcare regulations, government programs, and new political policies affecting the medical industry.- Initiated a focus on prevention of data entry errors instead of the reaction based method which improved outstanding receivables, productivity, and customer satisfaction with all of my clients. - Trained more than 15 unique medical practices involving physicians, office managers, and their staff to efficiently utilize our EHR.- Acquired over $340,000 from the government’s “Meaningful Use” incentive program, on behalf of my clients.