Marcia Hackfort Email & Phone Number

The Association of Financial Educators is a 501(c)(3) non-profit educational speaker’s bureau that has partnered with the federal government to help end financially illiteracy in the U.S. We have professionals in dozens of fields including retirement planning, estate planning, tax, real estate, wellness and many more. Our members donate their time to help educate employees of businesses, government, and other entities to empower and put them on the right path toward retirement.We find that the companies that have provided this type of service, tend to see a reduction in employee turnover as well as lower financial stress amongst their employees. All workshops are designed to help everyone at every income level, even those living paycheck to paycheck.

Boise, Idaho

Working at Brokers International Mountain States, has given me the opportunity to share with other financial advisors the benefits of working with an independent firm. I contribute to their success by coaching, case design, and solving issues in the day-to-day activities involved in their practice. I am a passionate leader dedicated to cultivating and driving a culture of accountability and leadership. I have extensive experience in recruiting, marketing, and retaining great advisor relationships which have become the foundation of success. It is my goal to consistently demonstrate the ability to serve people, empowering them to accomplish their aspirations. I led a very successful Women’s financial mentoring organization to empower them with the tools and information they needed to build their business. I began working in the financial services industry in 2000, I have 15+ years of experience, and hold both Insurance and Securities licenses.

Des Moines, Iowa Area

Working at AMZ Financial has given me the opportunity to share with other financial advisors the benefits of working with an independent firm. I contribute to their success by coaching, case design, and solving issues in the day-to-day activities involved in their practice.

Panora Ia

I was responsible for building relationships with independent advisors across the country, on behalf of Brokers International. I often traveled to trade shows, recruiting events and made phone calls to share with advisors how Brokers International’s programs and resources can help position their business for success.I coordinated with other Vice President of Sales to organize personalized visits for advisors that are interested in leveraging Brokers International’s programs and products for their business. I also maintained strong relationships with advisors, coaching them and assisting them in multiple areas of their business. I also have experience in organizing events to help inform and train advisors about new products and sales ideas. Coordinating between various different departments to accomplish a successful event and help advisors achieve their goals.

Des Moines, Iowa Area

Woman Mentoring Agent Network. Mentor program for women producers in the Financial and Insurance Industry.

W. Des Moines Ia

I worked closely with Wachovia’s financial advisors to support their sales, marketing, financial planning and brokerage efforts with research and information regarding Wachovia’s policies and procedures. I have also earned my Series 7 and Series 63 licenses.

Midwest Ia

As a branch office administrator I worked with financial advisors to deepen existing client relationships and generate new leads. To strengthen existing client relationships, I prepared a variety of reports for scheduled appointments, scheduled systematic retention activities and processed deposits. To help advisors generate new leads, I executed direct mail programs and assisted in planning seminars.