Leading the implementation of marketing strategy across 1847Financial - Penn Mutual's national organization of financial services firms that deliver the value of Penn Mutual and our broker dealer/RIA, HTK, to financial professionals choosing to be affiliated with a strong mutual company. We focus on enabling marketing programs and strategies, driving adoption of corporate marketing resources and focused on recruiting and growth for financial professionals.

Mike Hamm is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Road, Horsham, PA 19044. 800-873-7637. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. 4838821RLB_Jul24

Career SummaryFull-timePassionate about helping financial professionals improve their Client Experience (CX) - through the right people, technology, and processes to remove client pain points while retaining and helping them grow their business.Earned Clifton Strengths Facilitator Certification December 2021Clifton Strengths: Relator, Arranger, Maximizer, Analytical, IndividualizationKolbe A: 7572Practice Management- Practice Efficiency- Growing your Business- Retention and Referral Programs- Study Groups- Technology AdoptionClient Experience (CX)- Capturing client feedback- CX oriented design- CX programs and tools- CX best practices and governanceStrategic Planning- Product and program roadmaps- Investment dashboards and scorecards- KPI and goal setting for ROI, NPS and Risk /Regulatory projects- Leadership buy-in and acceptance criteria- ROI analysisProgram & Project Management- Portfolio program leadership- Establish PMO governance and accountability structure- Launching agile teams to develop initial approach and design- Leading project managers through successful build and launch readinessTeam Development- Developing career path options- Coaching and mentoring- Incentive compensation design- Employee engagement program designAnalytics & Insights- Client segmentation- Leadership and employee KPI dashboards- Product and solution adoption- Opportunity and sales pipeline management- CRM utilization and tracking- Seasonal and trend analysis

Passionate about helping our clients grow their business, eliminate any road blocks or pain points with our firm and deploying technology company-wide that increases our efficiency, improves our consulting efforts and results in client loyalty and retention.

Proud to have partnered with firms like Cetera and First Allied as the Legend Group was acquired by their firm. Successfully launching Docupace and Envestnet were my main focus for the years with the Legend Group.

Was amazing to work for such great leaders at Cambridge, such as Amy Webber. Whether it was launching their Partner Support Team, driving client loyalty through their annual NPS/Satisfaction Survey or building out their Leadership Development program, B.E.S.T standards and their incentive comp program - was very proud to work with the leadership team at Cambridge.

Its hard to list 10 years of amazing service to a great firm - whether it was launching their original service center in 1999 - focused on driving service quality, technology enhancements - starting with the firm converting to a self-clearing organization in 2000 - and a million other projects and initiatives. Great people is what brought me back to LPL in 2013!