Shawn Mcelmoyl Email & Phone Number

Roseville, Ca, Us

Greater Sacramento

Director of Growth to a rapidly growing Registered Investment Advisory firm and Financial Advisor to High Net Worth Individuals and Families. I bring decades of leadership, advisory experience and perspective to my clients.

San Francisco Bay Area

We train, coach and develop new sales team leaders as they transition their skills and strengths from sales to leadership. Sales Skills are not the same as Leadership Skills. When Sales Leaders develop stronger leadership skills, they have a multiplying impact on the organization's growth. We train sales advisors on business development and advising skills and, uniquely, on how to synch their selling and advising approach to the client's buying-process. The result is a shorter win-cycle and a better client experience. Affluent Strategies draws on over 25 years of experience leading, managing, coaching and recruiting financial services/wealth management teams to acquire, advise, expand and retain significant high-net-worth family, business and real estate owner, and non-profit/endowment relationships.Affluent Strategies is a global distributor and authorized trainer for the award-winning sales advisor and sales team leader training programs – Slow Down, Sell Faster! and Sales Manager's Guide to Greatness.

San Francisco Bay Area

Northern California

Las Vegas, Nevada Area