Roseann (Ro) Morrison Email & Phone Number

California, United States

San Diego, Ca, Us

We offer a diverse selection of professional speakers and programs for Financial Advisor training, Leadership & Team development, Client and Corporate Events. Our speaker/trainer programs are structured to fit in with your firm's strategic objectives. Together, we will select the most proven, refined, action oriented, results focused speakers/trainers to suit your needs using our RMA SpeakerConnect planning process. Engaging trustworthy, highly experienced professionals not only leads to immediate, tangible positive results, it can separate you and your colleagues from your key competitors. Finding the right people at the right time with the right ideas who pay attention to details is essential to success. Our unique methodology maximizes your return on investment & return on expectations. We understand that each company is unique. Therefore, we offer a customized approach to partnering with you to not only meet but exceed your speaker & trainer needs. Our concierge model is designed to save you time and money, and most importantly deliver a strong speaker ROI. This is done through our RMA SpeakerConnect planning process which focuses as much on the pre and post event as the event itself.At Ro Morrison & Associates believe in making a difference, that's why we do things differently. What’s in It for You?• One point of contact who is from & understands the financial services industry• The right Speakers with relevant topics at the right price to deliver the right outcome for YOU.• A process that focuses heavily on the pre and post aspects of the event• A simple, repeatable, actionable process custom built for YOU.• Speaker Integrity Pricing: We don’t mark up the speaker price and we deliver the rest for free.

Held senior account management position for this manufacturer/distributor of annuity and mutual fund products. Dynamic tenure included successful collaboration with accounts in all aspects of relationship and business development. Maintained responsibility for variable annuity product line up with 24 broker dealers. Effectively managed and grew relationships with major accounts. Provided day to day management of these relationships at all levels of the organization. Researched, examined and understood the businesses of all distribution partners and the channels in which they operated. Provided Transamerica Internal Sales and Management staff with key firm information to be successful in profitable sales and dominating market share. Oversaw and was responsible for all aspects of product/benefit approvals and launches at key firms including contract negotiations, operations and sales team training.• Negotiated and coordinated modifications to certain benefits and the associated marketing materials to preserve launch and maintain competitiveness of products offering and commissions. Responsible for all conference budgeting, planning and support. Maximized firm presence and speaker opportunities at partner conferences. Developed customized and expanded business plans for each client on an annual basis.

Head of Internal Sales Department