National Gold Consultants is committed to creating portfolio resiliency in a precarious economy. We are financial-advisor focused, because we understand the tremendous responsibility of asset management. NGC assists advisors fulfill their fiduciary duty and believe tangible precious metal have a place in every portfolio.We prioritize practice management and strive to equip financial advisors with knowledge and tools to both improve existing client relationships and generate new leads… Show more National Gold Consultants is committed to creating portfolio resiliency in a precarious economy. We are financial-advisor focused, because we understand the tremendous responsibility of asset management. NGC assists advisors fulfill their fiduciary duty and believe tangible precious metal have a place in every portfolio.We prioritize practice management and strive to equip financial advisors with knowledge and tools to both improve existing client relationships and generate new leads. With National Gold Consultants, advisors rise above competition and maintain relevancy in front of clients.As the nation's only licensed and bonded gold and silver supplier specializing financial-advisors relationships, we carefully cultivated an enduring business model. In an industry wrought with scams, scandals, and supply shortages, NGC consistently acts in the best interest of clients and advisors.National Gold Consultants prioritize responsibility, integrity, and knowledge when placing clients' wealth in gold and silver. Show less

Partner closely with Financial Advisors increasing revenue, decreasing expenses and streamlining business processes. Leveraging industry relationships, knowledge and high touch professional service I provide experienced Financial Advisors with customized business transitions to a new Broker-Dealer. As President of Blueline Resources I identify firms that best fit your practice, organize home office visits with key executives, negotiate and extend placement offers, mentor advisors throughout… Show more Partner closely with Financial Advisors increasing revenue, decreasing expenses and streamlining business processes. Leveraging industry relationships, knowledge and high touch professional service I provide experienced Financial Advisors with customized business transitions to a new Broker-Dealer. As President of Blueline Resources I identify firms that best fit your practice, organize home office visits with key executives, negotiate and extend placement offers, mentor advisors throughout Broker-Dealer transitions, and implement detailed transition plans ensuring retention of target-clients. Show less

Responsible for recruiting of financial representatives and staff managers for the Twin Cities of Minneapolis and Saint Paul, Minnesota. Other responsibilities included agency training, management development, employee and client retention, networking and brand equity in the community, performance management, home office communication, and management succession planning.

Responsible for delivering results through full cycle recruiting, managing relationships with third party vendors, building and maintaining talent pipelines and advising on selection. Created, built and maintained strong relationships with Financial Advisors throughout the US. Partnered with Sagepoint Branch Managers to identify and implement recruiting strategies that drove growth in affiliated offices. Planned and strategically managed deployment of resources to new advisors maximizing… Show more Responsible for delivering results through full cycle recruiting, managing relationships with third party vendors, building and maintaining talent pipelines and advising on selection. Created, built and maintained strong relationships with Financial Advisors throughout the US. Partnered with Sagepoint Branch Managers to identify and implement recruiting strategies that drove growth in affiliated offices. Planned and strategically managed deployment of resources to new advisors maximizing recruiting results, driving both retention and sales. Show less

Built relationships with financial advisors thought the Midwest, educating them on how best to chose a new Broker-Dealer. Helped them transition their business to Allianz's full-service independent Broker-Dealer, Questar Capital, when appropriate. Provided sales guidance ranging from asset allocation and how to create a financial plan to prospecting ideas.