- Create interactive financial planning sessions with clients, to help them establish their goals.- Construct portfolios- Invest and manage portfolios for long term plans- Ongoing communication and educationEvans Wealth Strategies is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC For important disclosure information, please see 'Social Media Disclosure' link in the 'Contact Info' section

I partner with Financial Advisors/Attorneys/Clients on Large/Complex Life Insurance, Disability Insurance, Long Term Care Insurance and Annuities. Cornerstone Advisors is a team of strategically savvy and well-rounded professionals that are adept at helping businesses endure. The word endure has a few different meanings — but for us, it means empowering a business to last through generational transition. And the way we help businesses endure is through these three integrated services:• Wealth Planning and Transfer – Backed by wealth-preservation techniques, we design plans that protect our clients’ wealth and ensure the future receives the same level of priority as the present.• Business Acceleration – We are a sounding board for clients with ambitions to grow their businesses, and we have the know-how to execute on that vision.• Human Capital Development – Being too close to the business can cloud one’s judgment when it comes to leadership development, so we work closely with clients on developing the next generation of leaders. Using best-in-class tools and proven methods, we help our clients assemble high-performing teams that can lead now and into the future.Headquartered in Allentown, Pennsylvania, we’re a boutique shop with big-time capabilities and a global network through an exclusive affiliation with M Financial. In fact, we’re one of only about 140 firms in the U.S., Canada and the U.K. that can tout that claim. Cornerstone Advisors is proud of our Lehigh Valley roots and the work we do to help our clients’ businesses endure for generations.Life Insurance | Disability Insurance | Long Term Care Insurance | Private Placement Life Insurance | Estate Planning | Business Succession Planning | Buy/Sell Life Insurance | Non-Qualified Deferred Compensation Plans | Wealth Transfer | Business Exit Strategy | Life Insurance Review | Retirement Income Planning | Annuities | Private Placement Annuities | PPLI | PPVA | Business Continuity

My team and I specialize in working with Sales Professionals, Small Business Owners and Entrepreneurs.My primary objective is to help you achieve financial freedom in a complex and constantly changing world by designing strategies to help you achieve what is most important to you. I help individuals and businesses with:-Risk Management & Insurance-Retirement Planning-Wealth Management -Education Funding -Estate Planning-Business Succession Planning-Executive Fringe Benefits -Employee Benefit ProgramsWe are here to provide you with the services and resources you need to help you realize your dreams and achieve your goals. I am supported by a team of professional staff with many years of combined experience in financial and retirement services, estate planning, annuities, charitable giving, business insurance, executive compensation and employee benefits. We begin with a thorough audit of your present financial situation to give you an accurate picture of where you stand. We listen to gain a thorough understanding of your personal goals for yourself, your family and your business. Only then do we match a diverse array of products to meet your specific needs. To you, we pledge our knowledge, expertise, resources and dedication to integrity in all we do. We provide our client with analysis, perspective, experience, and products, enabling them to make sound financial decisions. Our mutual goal is to help create and preserve wealth, helping define financial independence today and the perpetuation of that wealth for generations to come. We are dedicated to the success of our associates. It is our objective that each associate be a highly competent professional, respected for outstanding service, technical expertise, product knowledge and commitment to professional growth through continuing education and service to the community.

We are looking for advisors to join our team at MassMutual Eastern Pennsylvania!! We guide people to make sound financial decisions that improve their lives and the lives of the ones they love.I am always looking to meet with top professionals in financial services to understand the work they do and share what our organization offers. At our firm you’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results. Some of the attributes I seek in candidates are the following, but not limited to: • Competitiveness• Problem solver• Networker• Coachable • Organized• Results and Ethic Driven If I can be of help to you, you would like to find out more about MassMutual Eastern Pennsylvania, or know more about the services that I offer, feel free to reach out to me at: (610) 533-2136rwhitelock@financialguide.comhttps://advisors.massmutual.com/rj-whitelockAt our firm you’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results.

My overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face. My expertise includes recruiting within the financial services industry, with the focus on attracting, hiring, and retaining outstanding individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills. By staying true to the principles of prudent expansion, conservative growth, full service, and, above all, a strong field force, New York Life Insurance Company will maintain and enhance its reputation as the “The Company You Keep®.”

As the Development Manager for the Valley Forge General Office, I provide training, mentoring, coaching and skills mastery to Agents. I am responsible for the implementation and facilitation of training initiatives, procedures and directives.My core functions include: 1. Oversee Company specific training and development for all Agents. 2. Conduct sales training and licensing classes to develop new and experienced Agents. 3. Mentor Agents in Company financial solution design; sales & prospecting techniques; and sales activity training. 4. Implement and teach the New York Life Curriculum. 5. Advise and consult with the management team and the Managing Partner on recruiting and retention efforts.

I am an agent licensed to sell insurance through New York Life Insurance Company.

TalentFirst (formerly ECI) is a Talent Management Consulting firm whose mission is to help organizations optimize their success through their people. In addition to having an industry-leading assessment tool, the Behavioral Insight®, and a cutting-edge, cloud-based iPad/iPhone field sales effectiveness application, iCoachFirst®, TalentFirst provides a wide-range of human capital solutions. These solutions include competency-based systems, tools, and consulting services designed to drive greater individual and organizational capabilities. While TalentFirst has extensive expertise in the Pharmaceutical/Medical Device/Biotech arena, our customers include both Fortune 500 organizations and specialty businesses in a variety of industries.

-Responsible for new business development and managing accounts-Develop marketing initiatives and materials to generate new prospects-Lead prospects through sales process from lead generation to close-Work closely with clients and prospects to align solutions to fit their needs-Implement new marketing techniques ex. Webinars, Email Marketing, Social Networking-Coordinate and present customer training sessions-Facilitate and lead workshops-Work as a field consultant for various projects and clientsEmployer Consultancy, Inc. is a Talent Management Consulting firm whose mission is to help organizations hire, manage and develop top performers at all levels. In addition to having an industry-leading assessment tool, The ECI Behavioral Insight®, ECI provides a wide-range of human capital solutions, including competency-based systems, tools, and consulting services designed to drive greater individual and organizational results. ECI’s customers include both Fortune 500 organizations and small independent businesses in a variety of industries.

-Exceeded territory quota 8 out of 11 months-Drive sales by developing relationships through route sales and networking-Estimate work and be contact person for jobs in progress-Field customer complaints, reconcile issues and provide customer service

-I had the highest grossing sale out of seven dealership franchises -Interact with customers at dealership and through phone conversations-Use excitement and product knowledge to sell products-Provide customer service after the sale to promote return sales and referrals