Michael Simpkins, Mba Email & Phone Number

Sarasota, Florida, United States

-Support the consultative process for the Wealth Management platform and service offerings by partnering with a Regional Consultant(s) (external wholesaler). Partnerships are determined by the amount of AUM and the number of advisors of the Regional Consultant.-Promote growth in sales production with existing advisor base by identifying additional advisor needs and opportunities by being able to:-Identify and capitalize on sales opportunities by asking advisors probing questions during each interaction-Influence, persuade and educate advisors on key benefits of our platform offerings versus the competition-Partner with the Regional Consultant to develop a sales strategy and then execute that strategy by being able to:-Demonstrate expertise and knowledge to consult with advisors on product details, performance, holdings, positioning and investment allocations both conceptually and during point of sale interactions-Apply consultative selling techniques to increase share of an existing advisor’s book of businessBuild relationships with advisors and make strong presentations via phone and written communication-Assist existing advisors by discussing an investment strategy, creating Client Investment Proposal and answering questions related to eWealthManager.com website and functionality

Sarasota, Florida Area

-Support the consultative process for the Wealth Management platform and service offerings by partnering with a Regional Consultant(s) (external wholesaler). Partnerships are determined by the amount of AUM and the number of advisors of the Regional Consultant.-Promote growth in sales production with existing advisor base by identifying additional advisor needs and opportunities by being able to:-Identify and capitalize on sales opportunities by asking advisors probing questions during each interaction-Influence, persuade and educate advisors on key benefits of our platform offerings versus the competition-Partner with the Regional Consultant to develop a sales strategy and then execute that strategy by being able to:-Demonstrate expertise and knowledge to consult with advisors on product details, performance, holdings, positioning and investment allocations both conceptually and during point of sale interactions-Apply consultative selling techniques to increase share of an existing advisor’s book of businessBuild relationships with advisors and make strong presentations via phone and written communication-Assist existing advisors by discussing an investment strategy, creating Client Investment Proposal and answering questions related to eWealthManager.com website and functionality

Sarasota, Florida Area

• Bringing a specialized management consulting expertise to improve the performance of advisor practices• Working within the corporate structure to resolve business issues and implement solutions in organizational effectiveness/development, strategic planning or process improvement• Serving as an expert, coach, educator or facilitator on new platform enhancements• Growing advisor businesses by increasing their assets under management (AUM)• Provide analysis of a prospective client’s investment portfolio to better achieve their financial goals• Educate advisors about GFPC’s investment offerings and using the FP sales tools• Supporting the Regional Business Consultant in the execution of advisor plans and Strategies• Facilitate and coordinate the Global ecosystem to ensure that advisor needs are being met and they are completely aware of Global resources

Sarasota, Florida Area

• Bringing a specialized management consulting expertise to improve the performance of advisor practices• Working within the corporate structure to resolve business issues and implement solutions in organizational effectiveness/development, strategic planning or process improvement• Serving as an expert, coach, educator or facilitator on new platform enhancements• Growing advisor businesses by increasing their assets under management (AUM)• Provide analysis of a prospective client’s investment portfolio to better achieve their financial goals• Educate advisors about GFPC’s investment offerings and using the FP sales tools• Supporting the Regional Business Consultant in the execution of advisor plans and Strategies• Facilitate and coordinate the Global ecosystem to ensure that advisor needs are being met and they are completely aware of Global resources

Sarasota, Florida Area

• Grow advisors’ businesses by increasing their assets under management (AUM)• Provide analysis of a prospective client’s investment portfolio to better achieve theirfinancial goals• Educate advisors about GFPC’s investment offerings and using the FP sales tools • Provide expertise though coaching calls

Sarasota, Florida Area

iDealerVideo is the go to solutions company for small business in the United States whether that be for Aerial, Photography, Web Design, Video Editing or Virtual Tour needs.

Cincinnati, Ohio Area

I did Database entry, putting information from contracts into the computer system. I also was required to call Managers around the world to collect the contracts to put into the Database.• Windows XP and Windows 7• Microsoft Office Excel and Word• Livelink(a Database entry software)

Findlay, Ohio

I detailed the cars and RVs on the lot. I would also clean any vehicles that were brought in for service. Occasionally I would go to RV shows to get the RVs ready for the show.• This also included, during the show, getting people to sign up for a raffle so that we may be able to email them about offers at the Dealership.

Master Of Business Administration - Mba, Finance And Information Technology

Activities and Societies: The Rowing Club at USFSM - Vice President

Bachelor'S Degree, Finance And Management (Aacsb Accredited), 3.62 Gpa

Activities and Societies: USFSM Rowing Club

Associate'S Degree, Business Administration And Management, General

International Business