Ray Adamson Email & Phone Number

Toronto, ON, CA

Moncton, New Brunswick, CA

With overall responsibility for sales, marketing, customer success, and account management my focus is with our team to support the ongoing success of current and future clients on the Lavvi Digital Distribution Platform. Continuous collaboration with the senior leadership team on shaping company-wide strategies and initiatives, with a focus on maximizing.

Toronto, Ontario, CA

As a Strategic Advisor to HeyAdvisor, I am privileged to support the visionary founders in refining their business and go-to-market strategy. HeyAdvisor is revolutionizing the way financial advisors connect with their clients by providing a robust platform filled with dynamic content tailored for wealth planning and insurance discussions.HeyAdvisor equips.

Toronto, CA

As a Strategic Advisor at BlueMind, I am thrilled to contribute to the development of this transformative platform tailored for financial and insurance advisors. BlueMind is an all-in-one sales, client management and compliance solution designed to simplify the everyday work in advisory practices.BlueMind centralizes operations, automates routine tasks.

Waterloo, Ontario, CA

As a Strategic Advisor and Director I am helping the team at Samos Insurance as they are redefining financial security with an unwavering mission: to deliver unparalleled peace of mind to individuals undergoing surgery. As pioneers of Surgical Risk Insurance (SRI), we’ve crafted a revolutionary, streamlined solution that ensures patients receive the.

With over 30 years of experience in the North American financial services industry, I have held roles as an insurance advisor, practice management coach, facilitator, speaker, and senior leader in distribution and technology.As the President and Founder of the Adamson Advisory Group, I offer strategic consulting to financial services organizations and.

Montréal, Québec, CA

• Accepted the key role of selling life insurance companies on the benefits of transitioning from their legacy technology to integrated platforms that included:
• Insurance policy administration solution that included client and advisor self-service portals (SaaS and On Premises)
• Insurance policy illustration solution
• Insurance electronic application
• Insurance agency management system for distributors (National Accounts and MGAs)
• CRM for Financial AdvisorsInternal subject matter expert on Financial Services industry to product development and marketing teams, and regularly represented the company as a speaker at live industry events and.

Montréal, Québec, CA

Kronos Technologies Inc. was acquired by Equisoft as a result of our successful growth within the Canadian Financial Services Industry. Our D2C strategy for selling our SaaS CRM directly to Financial Advisors and organizations along with our systems (sales, onboarding, customer success and training) were a significant contributor to the value of the.

Montréal, Québec, CA

Kronos Technologies Inc. - Joined as a member of the senior leadership team with a mandate to grow the business outside of Quebec, within the rest of Canada. Assessed current marketing, sales and onboarding processes and immediately developed a plan to modernize the approach and begin the growth strategy.Developed a clear sales strategy to ensure a.

Burlington, Ontario, CA

A member of the senior leadership team and accountable for the company’s most important asset - its customers. CCO responsibilities included driving Customer Acquisitions, Customer Retention, Customer Service and Customer Relationship Management to support current and future clients in their continuing success with the WealthServ platform of technology and.

Oakville, Ontario, CA

A member of Optimé's senior management team assisted in setting the strategic direction of the business and provided leadership to ensure the long-term growth and success of the company. Overall accountability of driving impact with, and for, Optimé clients through sales, relationship management, program development and facilitation, coaching and.

Consulted for advisory firms using my experience as an independent senior leader highly skilled at sales, marketing and mentoring with a unique ability for understanding key issues and developing and implementing successful solutions.

Winnipeg, MB, CA

As part of the Gold Key Distribution Head Office management team created and implemented a national strategy which successfully achieved market share growth that was greater than the industry average. A key part of the role was collaborating with Regional Directors (RD’s) across Canada on their strategy and development. Assisted in hiring several RD’s as.

Winnipeg, MB, CA

Joined GWL as a key member of the head office senior leadership team focusing on creating and implementing a distribution strategy. A key mandate of mine was building and managing a new area in the organization, practice management, focusing on adding strategic value to advisors in the areas of business planning, sales, marketing, business management.

Over a 7-year period helped build the business across North America and supported the development of staff, program content and methodology. Key accountability for sales of practice development program to major financial institutions and managing relationships with existing clients and strategic partners.Functioned as a senior coach and facilitator for.

Education record

Education record