Stephen S. Smith Email & Phone Number

Indianapolis, Indiana, Us

Many businesses struggle to grow their sales. Sales Xceleration provides business owners with an experienced Sales Consultant to drive sales growth when you need it most. As your local Advisor utilizing the Sales Xceleration platform, I'll help you build a sales engine and create record-breaking growth for your business. Connect with me and build a path to more sales. • Create Your Sales Plan• Find Your Best Customers• Grow Your Sales

Change Leadership and Transformation Advisor to o Corporate Sales Units in search of differentiated positioning and accelerated growth o Executives in transition o Young Professionals (re)defining their careers o Family Business seeking next level of growth and successBusiness Strategy o Value Discipline and Proposition Development o Analysis of current and redesign of future Positioning – Offering – Process – People to create higher level of value to chosen markets and clients o Organizational Structure and Team Development determination and fulfillment o Formulation of “Ideal Client” profile o On-going coaching to fulfill “Co-Responsible” promiseSales Process Evaluation and Elevation o Alignment with Value Proposition to ensure differentiation o Design of Value Creating Sales Process to establish/alter Ideal Clients’ decision-making criteria and process to accelerate growth and maximize life-time-value o Creation of “Ideal Salesperson” profile, evaluation of current and future salespeople, and sales coaching programs. o Sales and Relationship Management Training to ensure consistence Client ExperienceExecutive Coaching o Thorough personal and professional discovery to ensure solid decision-making foundation via significant interviews and personality, trait, and thinking preference tools o Development of strategy for growth with on-going coaching o Integration and coordination of Personal, Professional, and Business goals.Leadership Evaluation and Training

Wayne, Pennsylvania, Us

•Chartered with establishing a client-centric process and environment for a Boutique Family Office as it transitioned to a Registered Investment Advisor while establishing a Sales Culture and Organization.•Led efforts to establish Vision, Mission, Positioning and Market Strategy•Designed, documented, and trained organization on Value Creating Sales

Change Leadership and Transformation Advisor too Same as aboveBusiness Strategyo Same as aboveSales Process Evaluation and Elevationo Same as aboveExecutive Coachingo Same as aboveLeadership Evaluation and Training

Oaks, Pa, Us

•Responsible for the design, testing, implementation, and training of a Relational Networking Program for the growth of the SEI Family Office and the Franchisees of SEI Life/Wealth. •Achieved true trusted advisor status by intentionally establishing personal and professional credibility for our intermediaries while creating value for the HNW Individual/Family and Personal and Professional Centers of Influence during the sales/recruitment process.•Program allowed for the: o Creation of Scale; often believed to be unattainable in a high touch business o Consistency across all representatives o Advancement of Relational Networking effectiveness•Net Result: o Market differentiation from initial contact o Creation of a Virtual Sales Force o Accelerated growth of sales

Oaks, Pa, Us

• Responsible for the identification, education, and recruitment of franchisees for SEI’s Life/Wealth Franchise.• Worked with Organizational Psychologists, established Franchisors, and successful Franchisees to develop an Ideal Franchisee Profile for our recruitment efforts• Designed and executed a series of educational and recruitment forums to create awareness of new offering and franchise opportunities• Reviewed interested Advisors to understand their current business make up, their brand/reputation in their markets, and their fit to our Profile• Net Result: o Minimized disruption to current client based o Mitigated market concerns of abandonment of established business model o Increased our effectiveness and efficiency realizing only a small percentage of our current, entrepreneurial clients were a fit o Allowed for clarity in recruiting “intrapreneurs”• Keynote Speaker at several National Industry Conferences

Oaks, Pa, Us

• Responsible for the reinvention of the former Mutual Fund Services Group to become a broader, value creating partner to Money Managers to capture larger, more sustainable revenue streams from all of Money Managers’ current and future product lines• Researched the industry and the end investor to establish a Point of View to attain Thought Leadership to define best practices for a Money Manager’s organizational and operational infrastructures• Initiated the movement for Money Managers to realign and focus their resources to Investment Management and Client Acquisition/Management Processes and to outsource Operations and Investment product platforms• Offering resulted in a Transformational Outsourcing offering allowing Money Managers to package their investment expertise in any format necessary to be successful in their chosen markets without the distractions of proliferating platforms

• Responsible for the operation and transformation of a $100B, 125 employee Trust Operational Unit to realign with its 8 internal client units to support their significant growth. o Original driving factor was the explosive growth in previously led Community Trust Group• With no professional background in operations, processing, or legal, the charter was to: o Realign with SEI Market Units o Reengineer processes o Re-staff o Become Y2K Ready and Compliant o Drive down costs of operation while increasing quality• Supported the sales process, including sales presentations and site visits• Set the long-term strategic direction of the Trust Company as it related to the elevated servicing of SEI Market Unit clients • Initiated the use of Activities Based Management at SEI to better understand the economics of the processing business• Established a culture of service, accountability, and ownership to regain confidence of SEI Market Units and their clients

Oaks, Pa, Us

• Created a new business unit and a whole new category of outsourcing, Transformational Outsourcing, that previously did not exist in our industry. o Responsible for all phases of a new business launch and the P&L. o Business Unit became the laboratory for SEI transitioning from Product Outsourcing to Process Outsourcing and eventually to company-wide Transformational Outsourcing. o Worked collaboratively with Operations, Legal, and Compliance to create the industry-altering offering• Hired, trained, and coached a combination of 12 recent college graduates and junior military officers with no previous business or sales experience to quickly become the industry’s premier consultative sales force• Unique positioning and approach raised the levels of discussion from Trust Operations/Investment levels to Head of Trust/Bank President and CEO/Board of Directors• Transformed 73 clients within 3 years to become the Thought and Results Leader as competitors chased but never caught• Mentored succession leaders, documented best practices, and established enduring culture to confidently leave the unit to re-engineer SEI Trust Company• Regular guest speaker at industry conferences due to the establishment of Thought Leadership status

Oaks, Pa, Us

• Exceeded quota each year.• 1992 Salesperson of the Year.• Armed with previous experience in trust systems sales, chose to approach with a Business Solution versus just selling funds to create greater relevance/value and differentiation

Trust Accounting Systems Sales

B.S., Quantitative Business Analysis

Education record