Mike Kitzman Email & Phone Number

Mike works directly with independent financial advisors to articulate the four pillars of our value proposition, Leadership, Marketing, Technology and Operations. He has over 20 years of industry experience focused on advisor growth and acquisitions.“The best part of my day is getting to know financial representatives and learning more about what they need to grow their business." He listens and asks targeted questions to reveal opportunities for additional support. He is continually striving to understand all aspects of the financial industry as it pertains to advisors and their long and short-term planning. – Provide thorough practice analysis to connect representatives with the services they need– Promote advisor, vendor and supplier integration that stimulates shared growth– Create strong branding and analyze data to target new business and share information– Manage and develop an effective sales team with a thorough understanding of the financial industry – Maintain a comprehensive database of potential clients that reflects areas of opportunity Securities Registrations held with LPL Financial:- Series 7 - General Securities Representative- Series 66 - Uniform Combined State Law Examination

Listed skills include Leadership, Sales, Sales Management, New Business Developement, and 24 others.