Scott Ashburn Email & Phone Number

Cincinnati, Ohio, United States

Cincinnati

Created, developed, and facilitated programs, experiences, and coaching/consulting interactions for Financial Advisors and their teams, resulting in greater efficiency, increased capacity, organic growth, and an enhanced client experience.Effectively collaborated with Field Leaders to foster a culture of coaching and consulting that compelled meaningful change and strategically aligned with business goals.Guided Financial Advisors and their teams to successfully navigate all phases of teaming (Readiness; Formation; Development; Optimization; Succession).

Created and led the firm’s Practice Strategies effort, in which strategies and tools in support of Financial Advisor teams and partnerships were delivered. Engaged more than 150 of 250 Financial Advisors in the first year.Served as an advocate of Regional Managers, Branch Managers, and Financial Advisors by monitoring internal and external feedback to identify process improvement opportunities.Provided leadership and vision to grow the number of teams and their associated revenues, improved client satisfaction, mitigated financial advisor defections, and assisted with recruiting.

Collaborated with Business Training and Cannon Financial Institute to design and deliver “Comprehensive Practice Management” as the preferred sales and sales management process for the Firm.Led project management team for the “MFG/Commercial Banking Alliance”.Designed initiative and led project management team for the “Retirement Cross-Sell Program”, which increased 401(k) and pension plan referrals from Key Commercial Bankers to McDonald Financial Advisors.

Served as primary liaison between KeyCorp’s 25 districts and the corporate-wide BusinessLink referral program.Managed relationships with each of KeyCorp’s District Presidents to strategically grow cross-selling revenue in their respective districts.Increased cross selling effectiveness, internal awareness, knowledge and use of the BusinessLink Referral Program and KeyCorp’s products and services.

Industrial Design

Activities and Societies: Delta Tau Delta Fraternity Treasurer - Block O

Marketing

Activities and Societies: Delta Tau Delta Fraternity