Jim Stoddard, Mba, Chfc, Clu

Jim Stoddard, Mba, Chfc, Clu Email and Phone Number

Financial Entrepreneur - Podcast Host - Business Consultant - Author -Educator @ Financial Advisor On Call
Jim Stoddard, Mba, Chfc, Clu's Location
St Petersburg, Florida, United States, United States
Jim Stoddard, Mba, Chfc, Clu's Contact Details

Jim Stoddard, Mba, Chfc, Clu work email

Jim Stoddard, Mba, Chfc, Clu personal email

n/a
About Jim Stoddard, Mba, Chfc, Clu

Jim Stoddard is a dynamic financial services professional with an extensive history of transforming creative vision into reality. With an academic background in entrepreneurship and a diverse career in financial services, Jim is considered an expert in business development and turnaround initiatives. During his thirty years of professional experience, Mr. Stoddard has utilized his unique combination of analytical, creative, and communication skills to create and lead several successful organizations including a fintech company, two money management firms, a financial services marketing company, an international reinsurance company, and a foreign insurance agency.Specialties: FintechBusiness DevelopmentMarketingStrategic PlanningClient RelationsNew Venture Creation and ImplementationTurnaround SituationsReinsurance

Jim Stoddard, Mba, Chfc, Clu's Current Company Details
Financial Advisor On Call

Financial Advisor On Call

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Financial Entrepreneur - Podcast Host - Business Consultant - Author -Educator
Jim Stoddard, Mba, Chfc, Clu Work Experience Details
  • Financial Advisor On Call
    Founder And Ceo
    Financial Advisor On Call Oct 2021 - Present
    Usa
    www.faoncall.comTransforming the financial services industry so that all Americans who desire financial success will have access to objective financial professionals and receive guidance on their individual personal finance issues.The mission of Financial Advisor On Call is to help people make good financial decisions based on their individual goals by providing convenient, professional, and objective guidance at an affordable price.
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  • The Financial Pocketknife
    Author/Speaker
    The Financial Pocketknife Oct 2018 - Present
    Dream Killers are financial and life issues that prevent us from living life to the fullest and achieving our dreams. They include financial issues such as inflation, taxes, and market risk and life issues such as premature death, job loss, and fear. Our success or failure in achieving our goals and dreams are often dependent on how we battle these Dream Killers. The Financial Pocketknife explains why Indexed Universal Life Insurance is one of the most powerful tools ever designed to help families beat the Dream Killers and build a strong financial foundation.
  • Covering Your Six
    Podcast Host - Covering Your Six (Coveringyoursix.Com)
    Covering Your Six Jan 2024 - Present
    United States
    Found on Apple, Spotify, IHeart Radio, YouTube, and direct on website.. "Covering Your Six" is a term that originated from fighter pilots to mean "I got your back!", which metaphorically described the positions of a clock in which a lead plane was positioned at 12:00 and the other was at 6:00 to protect the lead from enemy planes. The term is widely used by the military and police offers but also has become a mainstream expression with the general public.For our purposes, we use the term with a double meaning. We "have your back" when comes to the Six Fs in life by exploring how to continuously improve ourselves in all aspects of life while pursuing balance. In each episode, we learn valuable life tips from well-rounded, successful people while having fun with some of our featured segments, including The Grumpy Old Man's Guide to Etiquette, Your Financial Fix, and Joke of the Day.Ultimately, our mission is to add a little positivity to your day and help make your life more productive and fulfilling.
  • Incight Strategic Consulting
    Ceo/President
    Incight Strategic Consulting Apr 2012 - Present
    Clearwater, Fl
    Facilitate Business Development, New Venture Creation, and Change Management implementation for organizations with the desire to be leaders in their industry. Specialize in, but not limited to, financial services industry.
  • Incight Financial Alliance
    Founder
    Incight Financial Alliance Jan 2015 - Present
    Tampa/St. Petersburg, Florida Area
    Incight Financial Alliance is a financial services company established to help people thrive in the modern economy with a focus on education and action. We provide products to help American families achieve their unique life dreams and offer an entrepreneurial opportunity for people who have a strong desire to succeed while helping others. www.ifinancialalliance.com
  • Aog Re, Inc
    President And Ceo
    Aog Re, Inc Aug 2020 - Aug 2022
    Hawaii, United States
  • University Of South Florida - St. Petersburg
    Adjunct Instructor - College Of Business
    University Of South Florida - St. Petersburg Jun 2013 - May 2020
    St. Petersburg, Fl
    Principles of Management, New Venture Creation (Entrepreneurship), Principles of Insurance
  • Transamerica Life And Protection
    President Of Global Initiatives/Wfg
    Transamerica Life And Protection Jan 2006 - Apr 2012
    Greater Atlanta Area And Beijing, China
    - Board Member and General Manager of Da Fu insurance agency in Beijing, China. Recruited over 2,000 agents in 5 years. - Creator of the North American Expansion initiative, which used formal demographic and marketing studies to identify target markets for the organization. Led to the creation of 148 new distribution outlets within 10 months. - Headed Product Due Diligence and Provider Relations - Provided corporate overviews and various presentations for audiences in excess of 5,000- Hosted corporate training programs delivered via video and web - Oversaw Advanced Sales Unit and Property & Casualty - Experience working in markets for Canada, Mexico, Puerto Rico, Bermuda
  • Wfg Reinsurance, Limited
    Vice President
    Wfg Reinsurance, Limited 2006 - Apr 2012
    Greater Atlanta Area
    Led the creation and management of WFG Reinsurance Limited, a Bermuda based, producer owned reinsurance company. Successfully raised capital via private offering. Unique business structure is the only known one of its kind in the world.
  • Investment Advisors International
    Founding President
    Investment Advisors International 2006 - 2008
    Founding President of start-up RIA (Registered Investment Advisor) that placed more than $1Billion in AUM (Assets Under Management) in 18 months with 500 IARs.
  • Western Reserve Life
    Director Of Marketing
    Western Reserve Life 2004 - 2006
    Tampa/St. Petersburg, Florida Area
    - Participated in development of company's first Indexed Universal Life (IUL) product.- Initiated use of electronic prospectuses and marketing materials, saving company in excess of $200,000 annually - Oversaw the functional implementation of automated workflow processing. Saved $1,000,000 from a $3,000,000 budget in one year. - Reported directly to CEO
  • West Coast Financial
    Independent Financial Advisor
    West Coast Financial 2002 - 2004
    Provided financial services to the public. Specialized in retirement planning.
  • Great Companies, Llc
    Vice President And General Manager
    Great Companies, Llc 2000 - 2002
    Tampa/St. Petersburg, Florida Area
    Founding executive of organization which raised $250 Million in assets under management in 2 years.Duties included a vast array of interaction among all aspects of the business, including marketing, operations, portfolio management, compliance, information technology, human resources, financial management, and general management.
  • Franklin Templeton Investments
    Supervisor Of Retirement Plans
    Franklin Templeton Investments 1993 - 1998
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Jim Stoddard, Mba, Chfc, Clu Skills

Strategic Planning Start Ups Business Development Entrepreneurship Management Retirement Planning Business Strategy Business Planning Team Building Risk Management Marketing Strategy Sales Management New Business Development Coaching Team Leadership Process Improvement Fixed Annuities Investments Management Consulting Insurance Marketing Mutual Funds Business Analysis Business Process Improvement

Jim Stoddard, Mba, Chfc, Clu Education Details

Frequently Asked Questions about Jim Stoddard, Mba, Chfc, Clu

What company does Jim Stoddard, Mba, Chfc, Clu work for?

Jim Stoddard, Mba, Chfc, Clu works for Financial Advisor On Call

What is Jim Stoddard, Mba, Chfc, Clu's role at the current company?

Jim Stoddard, Mba, Chfc, Clu's current role is Financial Entrepreneur - Podcast Host - Business Consultant - Author -Educator.

What is Jim Stoddard, Mba, Chfc, Clu's email address?

Jim Stoddard, Mba, Chfc, Clu's email address is js****@****nce.com

What schools did Jim Stoddard, Mba, Chfc, Clu attend?

Jim Stoddard, Mba, Chfc, Clu attended University Of South Florida Muma College Of Business, University Of South Florida, The American College Of Financial Services, The American College Of Financial Services.

What are some of Jim Stoddard, Mba, Chfc, Clu's interests?

Jim Stoddard, Mba, Chfc, Clu has interest in Politics, Baseball, Cycling, Music, Guitars, History.

What skills is Jim Stoddard, Mba, Chfc, Clu known for?

Jim Stoddard, Mba, Chfc, Clu has skills like Strategic Planning, Start Ups, Business Development, Entrepreneurship, Management, Retirement Planning, Business Strategy, Business Planning, Team Building, Risk Management, Marketing Strategy, Sales Management.

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