Now is the Time.As Co-CEO & Founder of Successful OnBoarding, I’m leveraging over 25 years of experience working with successful business owners in the financial services industry. I am here to navigate you through the process of evaluating where your business is today and where you want to progress tomorrow. I have served in senior recruiting, leadership, onboarding, transition, operations, and mergers & acquisition roles for several of the biggest and best firms in the industry. I will combine my knowledge, expertise, and passion to ensure you have the best options for you and your business. I am proud to have assisted over 400 financial professionals in making a move toward a better future. Our specialties include:- Broker Dealer & RIA Recruitment, Coaching, & Placement - Growth Strategizing & Planning for Individual Practices & Branches - Continuity & Succession Planning- Next Generation Framework - Value Proposition DevelopmentSuccessful OnBoarding would be honored to represent your best interests while ensuring you run a more profitable, efficient, and satisfying practice. Please contact me through LinkedIn, my cell number 402-880-0920, sam@successful-onboarding.com, or www.successful-onboarding.com for a confidential discussion. Now is the Time.
Listed skills include Leadership, Relationship Management, Series 7, Process Improvement, and 5 others.