Sam Parent Email & Phone Number

Advicent Solutions is a leading provider of SaaS (Software as a Service) technology solutions for the financial services industry, servicing dozens of the world’s largest financial institutions.Our WHY: - To ENABLE everyone to UNDERSTAND and IMPACT their financial future.HOW we do that:- We empower financial professionals (our partners) to create meaningful ways they can engage, educate, deepen client relationships, and drive better outcomes for their clients.WHAT we offer:- Tools and strategies developed from decades of experience working with some of the largest financial institutions in the country. See below for more information.How I help financial professionals?- Empowering them to drive productivity and profitability with our tools, strategies, and resources.- Lead Generation, On-boarding, Client Engagement, Client Experience, Custom Reporting, Highlighting their Value, Insulation from Threats (Robo-Advisors, Downward Fee Pressure), Referral Generation, Practice ManagementHow I help investors?- Sharing resources that inform, educate, and position them for success relative to their financial goals. I certainly don't claim to know it all, yet I have the benefit of being able to lean on an extremely talented and experienced team of industry professionals that I can bring to bear for you.Contact Me:Advicent Solutions | www.advicentsolutions.comEmail | sam.parent@advicentsolutions.com

Listed skills include Sales, Entrepreneurship, Sales Management, Sales Trainings, and 6 others.