Shannon Howe Email & Phone Number

California, United States

San Diego, California, United States

San Diego, CA

San Diego, CA

• Responsible for recruiting new members to the Chalice Financial Network, SaaS based membership platform
• Recruited new W2 and 1099 advisors to Chalice Wealth Advisors (RIA) and Chalice Capital Partners (B/D) from the wire house, regional, and independent B/D channels increasing market share
• Fostered and nurtured relationships with 3rd party recruiting organizations and sales organizations for the custody and clearing firms with whom we partnered
• Assisted with the build out of the CWA (RIA) and CCP (B/D) platforms
• Hosted mainstage panel discussion on Recruiting best practices at Annual sales conference for 100+attendees

Great Lakes- IL, MI

• Managed 110 of the top producing relationships in IL and MI which represents $12 billion in AUM and $100 million in annual GDC
• Responsible for gross profit retention, 98% retention
• Consulted with advisor base to identify opportunities for growth utilizing experiences, key performance indicators (KPI’s), practice analytics as well as LPL Advisor Benchmarks
• Lead regional events and hosted webinars focused on practice management to promote continued growth and support in the territory
• Coordinated and moderated advisor study groups focused on peer to peer engagement to address business and industry challenges
• Accountable for growth and development of the Internal Relationship Manager supporting the territory

Greater San Diego Area

• Managed the relationships of LPL’s top-producing branch offices with a minimum of $10 million in annual production. This represented $73 billion in AUM and 20% of LPL’s advisor force
• Cultivated relationships with advisors to identify emerging growers within the territory and deliver referrals to revenue generating areas of LPL
• Provided practice management consulting and firm strategy as it related to client’s business goals
• Championed strategic initiatives representing the firm’s objectives to C level executives and senior leaders at LPL
• Assisted offices with Practice Acquisition, Mergers and Acquisitions (M&A) including deal structuring, matching buyers and sellers and loan capital
• Supported Business Development team in highly competitive and confidential recruiting efforts of top advisor practices

Greater San Diego Area

• Trained on premium technology through onsite client visits to ensure advisors were running an efficient and profitable practice
• Conducted technology product demonstrations to prospective clients during infield and home office visits partnering with Business Development
• Responsible for driving advisors to successfully adopt LPL’s technology and resources by facilitating new client onboarding programs resulting in 97% adoption rates
• Created innovative programs to successfully drive technology adoption, user proficiency, and engagement
• Facilitated discussions and training sessions at regional events and industry conferences

• Director of First Impressions for prospective clients
• Project management: Assisted with RFI’s, client proposals, SWOT analysis
• Assisted recruiters in the field, implemented new initiatives
• Worked collaboratively with direct reports to ensure deadlines were met