Robert Engle, Mba Email & Phone Number

Reading, Pennsylvania, Us

Chief Revenue Officer at Good Life | Building Sustainable Revenue Streams for the FutureI am a passionate leader with a proven track record of building high-performing teams and developing winning revenue strategies. At Good Life, I spearhead the development and execution of high-impact revenue-generating initiatives for our financial advisor offerings.My focus is on fostering a collaborative environment where Good Life and our financial advisor partners thrive together. This means:Strategic Leadership: I provide clear direction and vision for all Financial Advisor-facing teams, services, and initiatives. This ensures seamless alignment with our advisors' needs and drives us towards ambitious growth targets, both for Good Life and their practices.Building Strong Relationships: I champion strong relationship management with our financial advisors, fostering a deep understanding of their unique needs and challenges.Data-Driven Collaboration: We leverage advanced analytics to identify and capitalize on market opportunities alongside our advisors. This ensures we develop solutions that support their growth and success.Continuous Growth Initiatives: I lead research efforts to identify and capture both internal and external revenue-generating opportunities, fostering a mutually beneficial ecosystem for sustainable growth for Good Life and our financial advisor partners.My passion lies in helping Good Life and our financial advisors thrive together. I'm constantly looking for ways to expand and optimize our revenue-generating activities, ensuring our offerings empower them to grow their practices and achieve their goals.Good Life Companies is a stand-alone entity providing real estate, infrastructure, technology, training, marketing and support to independent financial professionals throughout the United States.

Providing recruiting, business development, and consulting services to financial advisors, broker/dealers, and RIAs.Laser-focused on helping financial service professionals solve their most pressing problems by listening first, exploring solutions, then executing with a clear roadmap.Areas of expertise include: advisor recruiting, acquisitions, retention, growth strategies, succession planning, and brand-building and training for Business Development recruiting departments.

Ann Arbor, Mi, Us

In this newly created role, I bridge the gap between earning sales revenue and managing financial resources within business development, practice management, relationship management, and the wealth management services group as Chief Revenue Officer. Partnered closely with the President and other business units to establish key business objectives and results by aligning revenue growth strategies with financial targets. Possessed a strong focus on revenue optimization & planning, forecasting & analytics, and risk management. Cultivated strong stakeholder relationships, fostering collaboration for mutual success.

Rockville, Maryland, Us

Member of the Executive Leadership Team, responsible for Grove Point's business development efforts. Provides overall direction to advisor recruiting and transition support divisions. Closely works and partners with marketing to drive lead generation initiatives and thought leadership.

San Diego, Ca, Us

Established division and individual goals and key performance indicators. Motivated, mentored, and trained team of seven external sales professionals. Utilized Salesforce.com and sales analytics along with weekly sales calls to accurately predict sales forecast and budget. Worked closely with business partners to help shape corporate strategy along with breaking down barriers to be more user friendly to both current and prospective financial advisors. Collaborated extensively with Compliance, Legal, Finance, Marketing and Strategy in order to win new prospective financial advisors.

San Diego, Ca, Us

Spearheaded Northeast and Southeast Division goals, forecasting, key performance indicators, resource allocation, and budget management. Responsible for all facets of recruiting portfolio: new hires, profitability, and production ramp. Oversaw a team of two Division Managers, Sales Desk manager and 30-35 Business Development Officers. Established and executed go to market strategy and developed both internal and external relationship building. Worked closely with business partners on platform and product enhancements and exceptions. Networked with company recruiting branches and business owners helping them create marketable value proposition and served as the voice of the field. Built repeatable sales processes, training courses and common sales language for Business Development Officers.

San Diego, Ca, Us

Oversaw all responsibilities of the division's goal attainment, forecasting, training, and human resource management. Built repeatable sales processes for seven external and five internal Business Development Officers. Created accurate and timely forecasting for Business Unit President and Managing Director. Served as internal advocate on procedural, platform, and advisor exception policies within compliance.

San Diego, Ca, Us

Served as one of the original five team members tasked with identifying and using a consultative selling approach t0 recruit high net worth financial advisors, advisor groups, and institutions in the Midwest. Instrumental in creating repeatable sales processes and go to market strategy for this channel and demographic. Collaborated extensively with internal business units regarding procedural changes, policy exceptions, and platform enhancements. Contributed to the innovation and launching of LPL’s hybrid RIA platform. Presented marketing plans and monthly sales forecasts to division president and managing director.

San Diego, Ca, Us

Promoted from field to turnaround poor performing division. Hired, trained, and managed team of recruiters increasing territory production by 30%. Worked closely with recruiters to develop and personalize recruiting processes to effectively increase new advisor growth. Developed and implemented sales performance matrix, focusing recruiters on highest yielding activities and territory management.

San Diego, Ca, Us

Identified and recruited financial advisors through targeted search and networking with centers of influence. Worked closely with managers to increase branch presence. Created and executed tactical business sales plan, and exceeded all established sales goals.

Wholesaled variable and fixed annuity products to financial advisors within a seven state region.

New York, Ny, Us

Financial advisor

Built a financial planning practice focusing on the Lutheran community.

Master Of Business Administration - Mba, International Finance

Big Data And Analytics Executive Training Program

Bachelor Of Business Administration - Bba, Business Administration And Management, General

Associate Of Science - As, Banking And Financial Support Services