Introducing Caregivers Resource Group: The Ultimate Solution for Employers and Family Caregivers for Seniors.Are you an employer struggling to support your employees who also happen to be family caregivers? Look no further! Caregivers Resource Group is here to bridge the gap between work and caregiving responsibilities.We understand the unique challenges faced by family caregivers for Seniors, which is why we offer comprehensive guidance every step of the way. From hospital stays to end-of-life issues, our platform provides the tools and resources you need to navigate this journey with confidence.Our offerings go above and beyond. With educational videos, checklists, communication techniques, activities for seniors, personal finance courses, and more, we've got you covered. But it doesn't stop there. We also provide a compassionate community, where individuals can find understanding and camaraderie. Because no one should face caregiving alone.At Caregivers Resource Group, we are on a mission. Our goal is to empower businesses like yours to support your employee caregivers. By offering invaluable resources, we can help you combat lower productivity, absenteeism, and even increase retention of your most valuable staff members.And it doesn't end with support. Our core values of empathy, empowerment, and innovation shine through in everything we do. When you choose Caregivers Resource Group, you're not just accessing a platform – you're elevating your brand and showing your workforce they truly matter.Join us today and experience the difference Caregivers Resource Group can make for your business and your employees. Please let me know if you have any questions on how Caregivers Resource Group can assist you with understanding your company’s employee family caregiver challenges and possible solutions.I have attached my Calendly link in case you would like to schedule a consultation.https://calendly.com/caregiversresourcegroup

Understanding the best use of your time as a financial advisor or small RIA owner is meeting with clients and prospects. All other tasks or efforts that take you away from the best use of your time are huge opportunity costs for you. If we can agree on this premise, then there are specific ways I will assist you in the best use of your time. First - the most time-consuming aspects for financial advisors providing comprehensive financial planning to clients is the time you spend on actually doing the financial planning! Step away from the actual data input, running the "what if" scenarios and all the rest. Utilize my strengths and experiences of working with clients through this process to create the plan deliverable for the client. I only work with eMoney. I believe cash flow software provides the best planning experience and it aligns intuitively with how I think. eMoney is my niche and expertise with planning software.Second way I will help you best utilize your time is with tactical aspects of running your business. You are the strategist - it is your vision you want to achieve. With that vision though, you may get lost in the weeds on what the best steps are to move forward. I will assist you with the development of the tactical side.Third - we all can benefit from having an experienced confidant/coach to simply talk things through and get a different perspective. Brand new to advising and looking to build a good foundation or do you have experience but have hit a plateau and realize your clients are not taking action? Have you lost clarity on your goals? Need a refresher on sales and communication techniques? I'll act as your confidant and tell you exactly what I think, help you develop a plan of action and monitor the plan moving forward. If any of this resonates with you and you would like to discuss more of the specifics - please reach out. I look forward to working with you!

I engage with Vanguard clients through in depth consultative needs assessment conversation. Once uncovering the clients underlying concerns I am able to transition the client to specific solutions through various online tools and services Vanguard offers. Primarily Vanguard Personal Advisory Services. In addition, I have been selected as a Sales Ambassador which provides me the opportunity to give sales coaching to current Vanguard crew as well as new hires.

I lead clients through transitioning assets into Vanguard accounts. After investigating the types of accounts they're moving their assets from and identifying their investment goals, I guide them through the technical aspect of the transfer process. I also frame opportunities for additional asset acquisition by highlighting strategic advantages of relevant Vanguard products and services. I advise them of any obstacles in transitioning, steer them through the process and communicate with them when the assets arrive.- Landed more than $40M in new business positioning Vanguard financial solutions.- Achieved a 77% conversion rate by building trust-based advisor relationships with clients.

While completing an Executive MBA program, I secured a pair of Pittsburgh-based consulting projects. I partnered with a Waddell & Reed branch office on a regulatory compliance project. I met with clients on behalf of Senior Financial Advisors to update the client records, gain insights about their goals and re-engage existing relationships. During this yearlong outreach effort, I booked and led 200+ customer service engagements with a 60% success rate.I also teamed with Sofranko Advisory Group on the rollout of a new business brokerage firm specializing in the hospitality industry. I strengthened the group’s existing owner relationships, scouted area restaurants and acquired additional listings through proactive marketing efforts such as cold calling. We conducted business valuations of potential properties and consulted with restaurant owners to determine the listing value. I also showed properties to potential qualified buyers within the Pittsburgh restaurant community.

As the bank’s wealth management insurance specialist, I collaborated with the SVP/Managing Director to create, launch, and lead operations for the newly created offerings within the Wealth Management department. I co-initiated a boutique-style concierge service for high net worth clients. I identified potential services and revenue goals and created a five-year business plan for soliciting existing clients while still supporting key stakeholders' efforts within the bank operations. I designed, conducted and analyzed internal research to assess our advisors’ insurance knowledge base. After identifying commonalities and weak points, I created a training program to help them better leverage insurance products to meet clients’ needs. I coordinated the executive committee charged with guiding the departmental start-up and rollout. I also spearheaded the research, vetting and selection of candidate insurance brokers for the bank’s insurance partnerships.- Regained competitive positioning in the marketplace and strengthened service to high net worth customers.- Increased revenue 25% through the revamp and facilitation of the new insurance sales training program. Secured new sales with high net worth clients.

I provided comprehensive financial planning to customers and sold a diverse portfolio of investment products. Improved branch referrals 45% by coaching and training employees on investment products and professional selling techniques.

As an independent contractor for Profiles International, I marketed personality assessments and 360-review products to address businesses’ human resources needs. Through networking with small business owners and HR management, I took a consultative approach to client acquisition by inquiring about businesses’ hiring processes, identifying challenges they faced and proposing tools that could improve employee recruitment, training, retention and, as a result, enhance their bottom line.

I launched an American Express Financial Advisors practice (now Ameriprise) in the South Hills area and attained a Top 10% new-hire ranking within two years. I cultivated an extremely loyal client base by first focusing on learning about their lives, earning their trust by demonstrating I understood their unique motivations and goals, and then educating them about their personal financial planning options. I grew my financial planning practice from zero to $15M+ in assets under management with an accounts revenue stream that produced 35% of total income. As a trusted advisor, I achieved a 70% close ratio and earned +95% customer service ratings, including a 95% customer retention rate despite the stock market turbulence related to the tech bubble of 2000 and 9/11 attacks.