Scott Wood Email and Phone Number
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We simply help advisors build better businesses. Whether it's planning, business development, human capital, leadership or productivity - ask yourself if you're in position to not only attain growth, but to sustain it. We'll provide the solutions and thinking, but execution is the differentiator. We'll keep you accountable to that. When advisors engage with us and implement, they see...- An improved and more referable experience for clients- More efficient systems- Higher business valuations- More engaged and productive stakeholders - Growth instead of complacency- Not just success, but fulfillment We're ready to help you achieve the vision you have for your advisory business. Let's talk.
Carson Group
View- Website:
- carsongroup.com
- Employees:
- 337
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Manager, Client Acquisition Sales EnablementCarson GroupOmaha, Ne, Us
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FounderVsi Coaching Oct 2023 - PresentOmaha, Nebraska, United StatesVSI stands for Vision, Strategy & Implementation. I’m an experienced specialist in three key areas:1. Moderating and coaching small and medium-sizes business through strategic planning and team retreats. 2. Improving the sales and conversion skills of sales and business development professionals. 3. Building out and providing accountability for personal and professional goals. There is no self-accountability. I’ll keep you accountable to what you need to do… Show more VSI stands for Vision, Strategy & Implementation. I’m an experienced specialist in three key areas:1. Moderating and coaching small and medium-sizes business through strategic planning and team retreats. 2. Improving the sales and conversion skills of sales and business development professionals. 3. Building out and providing accountability for personal and professional goals. There is no self-accountability. I’ll keep you accountable to what you need to do and want to achieve. Don’t rely on a book or an over-priced consultant. Contact me so I can share more on how I can position you for better results. Show less
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Sr Client Acquisition CoachCarson Group Apr 2022 - PresentOmaha, Nebraska, United States
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Vp, Coaching Growth ProgramsCarson Coaching Jul 2021 - Mar 2022 -
Vp - Partnership DevelopmentCarson Group Mar 2020 - Jun 2021We help advisors grow their wealth management business through our Carson Group Partnership. As an RIA, we've achieved a level of scale and efficiency through significant and ongoing investment in areas such as technology, marketing and investment management. That helps our or partners grow and deliver more value to their clients and stakeholders. If you could benefit from that, we should have a conversation.
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Executive Sales CoachCarson Group Sep 2019 - Mar 2020Omaha, NeThe best sales professionals consistently work on their game. I help advisors and sales professionals:- defined their vision for growth - build out and deliver an effective story about the value they provide to clients- ask questions that create connection and identify what matters most to prospects and COIs- develop a sound, repeatable sales process that positions them for results - overcome objections and concerns with clarity and confidence- turn a tired referral… Show more The best sales professionals consistently work on their game. I help advisors and sales professionals:- defined their vision for growth - build out and deliver an effective story about the value they provide to clients- ask questions that create connection and identify what matters most to prospects and COIs- develop a sound, repeatable sales process that positions them for results - overcome objections and concerns with clarity and confidence- turn a tired referral approach into a strategy that produces ideal introductions Show less
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Executive Business CoachCarson Coaching Nov 2011 - Aug 2019Omaha, NebraskaWe equip and empower Financial Advisors to build businesses that deliver value to clients and achieve sustainable growth. Whether it's business development and planning, goals, leadership, organizational structure, referrals, systems, client experience and more - we provide best-thinking and tested strategies that can take your business to the next level. What is it about your current financial advisory business that you'd like to improve, develop or change? Carson Coaching… Show more We equip and empower Financial Advisors to build businesses that deliver value to clients and achieve sustainable growth. Whether it's business development and planning, goals, leadership, organizational structure, referrals, systems, client experience and more - we provide best-thinking and tested strategies that can take your business to the next level. What is it about your current financial advisory business that you'd like to improve, develop or change? Carson Coaching is the nation's largest financial advisor coaching and practice management company. Headed by Ron Carson, a nationally-recognized independent financial advisor and Barron's Hall of Fame member, Carson Coaching provides coaching, timely content and a collaborative community to help financial advisors build the business and life they envision. Show less
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Sr. Investments Product ConsultantMutual Of Omaha Jan 1999 - Nov 2011Develop business strategies to increase the use of products and services among financial services advisors and managers. Consult sales professionals on client strategies and business practices to improve results with clients. Coach advisors on how to build trust-based relationships with clients. -
Sr. Sales & Training Develpment ConsultantMutual Of Omaha Jan 1994 - Jan 1998Responsible for creating and implementing sales and training initiatives. Worked closely with financial advisors and sales management to develop case recommendations. Delivered coaching and training programs to improve the sales skills and relationship management practices of financial professionals.
Scott Wood Skills
Scott Wood Education Details
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Business Administration - Marketing
Frequently Asked Questions about Scott Wood
What company does Scott Wood work for?
Scott Wood works for Carson Group
What is Scott Wood's role at the current company?
Scott Wood's current role is Manager, Client Acquisition Sales Enablement.
What is Scott Wood's email address?
Scott Wood's email address is sw****@****cox.net
What is Scott Wood's direct phone number?
Scott Wood's direct phone number is (800) 514*****
What schools did Scott Wood attend?
Scott Wood attended University Of Nebraska At Kearney.
What skills is Scott Wood known for?
Scott Wood has skills like Leadership, Coaching, Financial Advisory, Retirement Planning, Consulting, Financial Planners, Public Speaking, New Business Development, Executive Management.
Who are Scott Wood's colleagues?
Scott Wood's colleagues are Zakeila Williams, Shannon Petty, Josh Gray, Abdias Lopez, Austin Johnson, Noah Kingston, Joe Baker.
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Scott Wood
Dad | Connector Of Climate Professionals | Former Head Of Edf Climate CorpsGreater Boston2edf.org, gmail.com -
Scott Wood
Rancho Santa Margarita, Ca3comcast.net, hp.com, hpe.com3 +186076XXXXX
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Scott Wood
Dallas, Tx3chase.com, truenorthadvisors.com, truenorthadvisors.com4 +197239XXXXX
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