Michael Balch Email & Phone Number

Greater Chicago Area

As the President of the sales, training and consulting firm of MB Thirteen, LLC. Michael has written three books, trained and consulted on selling strategies and techniques.Books written by Michael Balch:-Out-of-the-Ordinary, Ordinary thwarts success. Out-of-the-ordinary changes the world.So much is written about how to be successful. Many of these books focus on system, overcoming obstacles, learning from the best, etc. All these are "do like me" strategies. If we all do the same, then we won't see ingenuity and growth. This book is an "I can change the world" road map. If you want to push yourself to be the best, then you need to lead and not follow.-got coach? A coach's guide for being a top wholesaler. I also "coached" salespeople on how to improve their selling skills and become a great wholesaler. The book is based on my experience and knowledge gained over more than two decades. The book offers a plethora of dos and don'ts that can be applied in the wholesaling business and in life. -got creativity?The most successful salespeople are either extraordinary or out-of-the-ordinary. This book looks at the traits of the out-of-the-ordinary salespeople. The cornerstone to successfully marketing or selling of a product, or idea, is CREATIVITY. This “notebook” encourages you to control your own destiny. If you have ambitions to be very successful, you need to get out of your rut and find your own path. To be uber successful in today’s competitive environment you need to be “extraordinary or out-of-the-ordinary.” Example of topics Michael Balch teaches and speaks about:-Duplication top Advisors-Identifying clients and prospects-Keeping customers-Scheduling your time and anchoring your day-Building a sales blueprint-Providing "Ritz" like service-Thinking outside the box-Knowing your client-Being a leader-Being Extraordinary-Stop being a follower

Securities offered through Investment Planners, Inc., Member FINRA/SIPC. Investment advisory services offered through IPI Wealth Management, Inc.https://www.linkedin.com/company/nav-capital-group-llc/

Greater Chicago Area

As a founding partner at NAVCAP™ ( NAV Capital ) he works to acquiring money management relationships and then distributing their products to broker/dealer firms and institutions. The firm distributed over $2 billion of money mangers products. The firm distributing:-mutual funds-closed-end funds-hedge funds-ETF's (exchange traded funds)-UIT's (unit investment trusts)-SMA (separately managed accounts)Products were distributed to:-wire houses-large regional broker/dealers-independent broker/dealers-insurance broker/dealers-bank broker/dealers-retirement platforms-institutional clients and endowments

Greater Chicago Area

Director/Wholesaler, Suburban Chicago and Central Illinois (Sold Mutual Funds and Separately Managed Accounts to all channels).• Turned a realigned territory from $35 million to $100 million in one year.• Increased sales 300% year over year.• Was 142% of goal thru 10/28/2008.• Top 5 firms…Merrill, Smith Barney, Ameriprise, Wachovia and LPL.

Greater Chicago Area

Vice President, Managed Solutions Group(A specialist in Mutual Funds, Separately Managed Accounts, Discretionary and non-Discretionary platforms covering Illinois, Indiana, Wisconsin and Minnesota).• Managed one of the largest, by assets, regions.• Increased sales each year in Mutual Funds and Separately Managed Accounts.• Coordinated activities of over 200 wholesalers in the region.

Greater Chicago Area

Vice President/Wholesaler, Illinois and Indiana(A Wholesaler of Mutual Funds and Separately Managed Accounts covering all channels).• Top Producer, net and gross sales, for six straight years.• Grew sales of Mutual Funds and Separately Managed Accounts from $0 to $400+ million.• Three-time winner of the Chairman’s Cup.• Top 5 firms…Merrill, AGEdwards/Wachovia, Smith Barney, Mesirow and Bank of America.

Greater Chicago Area

FIDELITY ADVISORS, Boston, Massachusetts 1996-8/1998Vice President/Wholesaler, Illinois and Indiana(A Wholesaler of Mutual Funds and Retirement products covering all channels).• Grew sales from $150 million to over $400 million in 2 ½ years.• A Top Three Producer each year.• Twice named to the President’s Club.• Top 5 firms…Merrill, Smith Barney, Prudential/Wahovia, AG Edwards/Wachovia and Mesirow.FIDELITY CAPITAL MARKETS, Boston, Massachusetts 1995-1996National Sales Manager(Started and ran the Unit Investment Trust division. Responsible for all national sales and marketing).• Started the Unit Investment Trust division.• Worked closely with multiple units within Fidelity Investments to build, launch and distribute the investments to the Broker/Dealer community and Fidelity’s Financial Advisors.• Developed a niche market with non-Resident Alien investors.

Greater Chicago Area

National Sales Manager(Responsible for all sales of Kemper Unit Investment Trust’s nationally).• Grew the Taxable Fixed Income portfolios to the largest in the industry.• Started and developed Equity Unit Investment Trust’s.• Promoted from National Accounts Manager, managing all the corporate relationships and strategies, to National Sales Manager.

Ba, Art History, Studio Art

Activities and Societies: Phi Pi Epsilon Football, Hockey and LacrosseWhile at Lake Forest College I was able to enjoy the Art.

High Scool Diploma

Activities and Societies: Football, Hockey, Tennis and Lacrosse

Diploma

Activities and Societies: Played Varsity Football, Hockey and LacrosseIndian Mountain School provides a traditional education for boys.