KeatsConnelly is the largest cross-border wealth management firm in North America that specializes in assisting Canadians and Americans realize their dreams of a cross-border lifestyle. Our offices are in Phoenix, Arizona; and Boynton Beach, Florida. Cross Border Wealth Management, Estate Planning, US and Canadian Tax Planning and Preparation, Investment Management, Immigration Planning

KeatsConnelly is the largest cross-border wealth management firm in North America that specializes in assisting Canadians and Americans realize their dreams of a cross-border lifestyle. Our offices are in Phoenix, Arizona; and Boynton Beach, Florida. Cross Border Wealth Management, Estate Planning, US and Canadian Tax Planning and Preparation, Investment Management, Immigration Planning

Fiduciary, independent financial planning has traditional been limited to only the wealthy.No longer! At www.MyFirstFinancialPlanner.com, we provide financial planning services for people who need it most. For years, the financial planning profession has been derided for not offering advice and services to people who could most benefit; those who earn just enough to pay the bills but don’t seem to be able to save for the future.Finally, we have been able to form www.MyFirstFinancialPlanner.com to deliver advice to these people. Due to both a desire to work with the rest of America and advances in technology that allow us to provide a high level of service with lowered overhead costs, we are able to bring financial planning to you.

Developed a financial planning process to deliver three types of financial planning services to clients of varying income and net worth levels, and complexity of planning needsDesigned a series of spreadsheets and documents serving as templates for the creation of efficient, scalable written financial plansResponsible for training staff on the value-proposition of a financial life planning service, and presentation of this service to prospective and existing clientsTasked with integrating financial planning vision and philosophy with investment philosophy and corporate cultureClient-facing responsibility from initial prospect meeting to plan delivery and implementationResponsible for maintaining quality of service throughout the financial planning department

In conjunction with the Director of Financial Planning, developed a training program to begin managing the financial planning process firm-wideLed the Financial Planning Committee's bi-monthly meeting Prepared spreadsheets and reports covering all facets of financial planning: establishing client goals and objectives, financial statements, cash flow analysis, tax planning, education funding, retirement planning, life insurance analysis, disability insurance analysis, property and casualty coverage review and estate planningAssisted financial planning consultants in the delivery of financial planning analyses, recommendations and opinions to clientsProvided direct client support in monitoring and implementing financial planning recommendationsWork closely with clients' outside advisors to make certain all facets of a client's financial life are considered in unisonParticipated in several committees: Tax Committee, Financial Planning Operations Committee, Website Committee, Task Committee, Portfolio Review Committee

Outbound telephone salesperson, contacting strictly Vice President and higher level executives at Fortune 500 companiesPerformed individual lead research using a variety of resources, transformed these leads into prospects, generated promotional emails and made follow-up closing callsResponsible for ensuring receipt of payment in accordance with terms set out in contracts Promoted to Senior Account Executive within three months of hire, outperforming two of three Sales Managers in the Madison office

Provided training, supervision and motivation for Sales Executives Acted as customer service representative to current and prospective clientsDeveloped advanced oral and written communication skills through daily contact via telephone, email, fax and post with clients throughout the United States, Europe and AsiaPlanned and attended annual exhibition booth for an industry conference in Berlin, Germany including travel arrangementsCoordinated team-building eventsLiaison between the Sales, Administrative and Software Development teams to ensure smooth operation of business at all levelsInvolved in hiring process and disciplinary action of employees when needed