Helping Financial Advisors Cash In Big While Having The Option To Keep Doing What You Love, For As Long As You Want!At JTPD Partners, we’re more than just consultants – we’re your partners in creating the ultimate exit strategy. Whether you're a financial advisor, RIA, or part of the insurance space, we specialize in helping professionals like you maximize the value of your business when it’s time to sell a piece or all of your practice at double if not triple the normal industry multiples.With 140+ years of combined expertise, we know how to make your practice stand out to top private equity and purchasing firms in the financial world. The best part? You’re still in control. Want to keep working? Great. Prefer to slow down? Even better. Ready to sip cocktails on a beach? That’s your call!Our proven process connects you with firms that offer incredible valuations and flexible terms, so you can sell part or all of your business while securing your financial future.Curious about the success stories we’ve been a part of? Head over to www.jptdpartners.com and see why we’re the #1 exit consulting firm in wealth management and beyond.Let’s make your next move your best move! 🌟

Ready to Take Your Final Bow? Let’s Make It a Showstopper!At Exit Stage Left Advisors, we specialize in helping small and medium-sized business owners like you make their grand exit with confidence and ease. Whether you’re looking to cash in on years of hard work or move on to your next adventure, we’re here to help you maximize your multiples and minimize your stress every step of the way.Selling your business is a big deal – but it doesn’t have to be overwhelming. Our team of experienced pros will handle the heavy lifting, guiding you through the entire process from start to finish, so you can focus on what’s next: retirement, reinvention, or just some well-earned R&R.When you're ready to Exit Stage Left, we’re the experts you need to talk to about your future. Let’s turn your exit into a standing ovation! 🌟Learn more about how we can help – your next act starts here.

Lights, Camera, Leadership! Welcome to MovieComm!Imagine using the magic of Hollywood to inspire, engage, and lead like never before. MovieComm is the first and only company in Hollywood history to gain legal access to major movie studio libraries, and we’ve created a groundbreaking, budget-friendly, subscription-based platform designed to revolutionize the way leaders communicate.With MovieComm, leaders at any level—corporate executives, coaches, teachers, and even parents—can harness the power of iconic movie clips to captivate their teams, connect with the millennial generation, and make a lasting impact. Whether you're delivering a motivational speech, running a team meeting, or teaching life lessons, our platform turns everyday communication into a blockbuster moment.And that's not all! We've partnered with e-learning organizations to bring their online training programs to life, transforming static content into engaging, cinematic experiences.Ready to direct your own leadership story? MovieComm is here to help you lead, inspire, and create unforgettable moments that truly make a difference.Let’s turn your leadership into a Hollywood hit—start your journey with us today! 🎬

Worked directly with the CEO and executive team to help strategically grow the organization. IFP, who's Broker Dealer is LPL Financial, has a unique business model that partners financial advisors, CPAs and family practice attorneys nationwide.

As a seasoned executive, I had the privilege of identifying, developing, and leading 19 Field Vice Presidents who managed a team of over 1,600 Franchise and Employee Advisors. Together, we served more than 120,000 clients, oversaw nearly $70 billion in assets, and managed a $60 million profit-and-loss operating budget.In my first year, I led the organization from a rank of #173 (out of 176) to #1—a position we held for over a decade, achieving a top-five ranking in 15 of 16 years. These rankings were driven by exceptional performance in profitability, recruiting, net gain, year-over-year growth, employee engagement, and leadership impact.Renowned for best-in-class leadership development, I designed and executed a talent strategy that cultivated hundreds of impactful leaders, setting a gold standard in identifying, developing, and promoting top-tier talent.Throughout my tenure, I led transformative initiatives that shaped the organization’s success, including American Express Blue Box Counsel, National Rewards Programs, Measures and Compensation, Philanthropic Initiatives, Employee and Independent Contractor Platforms, and Corporate Leadership Development Programs.My efforts have been recognized with numerous prestigious awards, including Leader of the Decade, the Diamond Ring, Outstanding Leader Award, and Premier Performer. Additionally, I’ve served as a keynote speaker at prominent financial services conferences and had the unique opportunity to host nationwide internal television broadcasts.Following the 2005 American Express spin-off, Ameriprise Financial emerged, further solidifying our legacy of leadership and innovation.

Award-winning senior executive with American Express's financial services division, based in Washington, D.C., recognized for transformative leadership and exceptional results.Directed and developed a team of over 1,600 financial advisors across 200 offices, serving more than 120,000 clients. Oversaw nearly $70 billion in assets under management and led operations with a $60 million profit-and-loss budget.Achieved unprecedented success by leading the organization from a ranking of #173 (out of 176) to #1 within my first year. Maintained the #1 position for over a decade and consistently ranked in the top five for 15 out of 16 years. Performance metrics included profitability, recruiting, net growth, year-over-year performance, employee engagement, and leadership impact.Recognized as an industry leader in talent and leadership development. Designed and implemented a robust strategy to identify, develop, and promote high-performing leaders, fostering hundreds of impactful careers over my tenure.Spearheaded and executed several high-profile corporate initiatives, including the American Express Blue Box Counsel, National Rewards Program, Measures and Compensation frameworks, philanthropic programs, Employee and Independent Contractor Platforms, and the Corporate Leadership Development Initiative.Honored with multiple prestigious awards, including Leader of the Decade, Diamond Ring, Outstanding Leader Award, and Premier Performer. Frequently invited as a keynote speaker at financial services conferences, sharing insights on leadership, innovation, and growth.In 2005, following the spin-off of American Express Financial Advisors, the organization evolved into Ameriprise Financial, continuing the legacy of excellence and innovation.